Axxcess Wealth Management’s GreenPower Motor Co GP Stock Holding History

Axxcess Wealth Management’s Portfolio GP Stock Details GP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-110,000	Closed	-$440K	–	941
2025 Q2	$440K	Buy	110,000 +10,000	+10%	+$43.3K	0.01%	627
2025 Q1	$490K	Buy	100,000 +59,959	+150%	+$413K	0.01%	566
2024 Q4	$308K	Buy	40,041 +12,041	+43%	+$120K	0.01%	666
2024 Q3	$384K	Buy	28,000 +10,000	+56%	+$109K	0.01%	619
2024 Q2	$187K	Hold	18,000	–	–	0.01%	808
2024 Q1	$355K	Buy	18,000 +5,959	+49%	+$147K	0.01%	628
2023 Q4	$377K	Hold	12,041	–	–	0.01%	582
2023 Q3	$379K	Hold	12,041	–	–	0.01%	540
2023 Q2	$315K	Hold	12,041	–	–	0.02%	440
2023 Q1	$278K	Hold	12,041	–	–	0.02%	499
2022 Q4	$208K	Sell	12,041 -3,691	-23%	-$82.8K	0.02%	554
2022 Q3	$367K	Buy	+15,732	New	+$497K	0.04%	367

Other funds holding GP

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Proathlete Wealth Management Boca Raton, Florida $361M AUM 17.13% 1-Year Est. Return

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return