GEN NortonLifeLock

Ownership history in Beutel, Goodman & Co Ltd.  ·  25 quarters on record

AI Ownership Summary

Beutel, Goodman & Co Ltd. reported NortonLifeLock (GEN) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.56% in 2025 Q2. The latest visible filing shows GEN at 2.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beutel, Goodman & Co Ltd.'s position in NortonLifeLock, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GEN was reported at 2.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.56% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Beutel, Goodman & Co Ltd. held GEN — position size vs. price
% of Fund (quarterly)    GEN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 13,031,328 -1,117,161 -7.9% 2.18% $354.3M 2026-02-14 (Est.) $23.72
2025 Q3 REDUCED 14,148,489 -1,120,246 -7.3% 2.42% $401.7M 2025-11-14 $26.43
2025 Q2 REDUCED 15,268,735 -1,284,841 -7.8% 2.56% $448.9M 2025-08-13 $31.71
2025 Q1 ADDED 16,553,576 +102,863 +0.6% 2.52% $439.3M 2025-05-12 $28.53
2024 Q4 REDUCED 16,450,713 -15,865 -0.1% 2.45% $450.4M 2025-02-12 $26.81
2024 Q3 REDUCED 16,466,578 -151,015 -0.9% 2.23% $451.7M 2024-11-13 $29.70
2024 Q2 ADDED 16,617,593 +3,486,432 +26.6% 2.21% $415.1M 2024-08-13 $24.10
2024 Q1 UNCHANGED 13,131,161 0% 1.60% $299.7M 2024-05-13 $23.13
2023 Q4 REDUCED 13,131,161 -43,615 -0.3% 1.59% $299.7M 2024-02-09 $20.46
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Beutel, Goodman & Co Ltd. and GEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beutel, Goodman & Co Ltd. reported owning GEN?

Beutel, Goodman & Co Ltd. reported GEN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GEN position in Beutel, Goodman & Co Ltd.'s portfolio?

The largest reported portfolio weight for GEN was 2.56% in 2025 Q2.

What is the latest reported GEN position on this page?

The most recent filing on this page is 2025 Q4, when Beutel, Goodman & Co Ltd. reported 13,031,328 shares, equal to 2.18% of portfolio, with an estimated market value of $354.3M.

What does the chart on this GEN ownership page compare?

The chart compares Beutel, Goodman & Co Ltd.'s quarterly GEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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