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	0.03%	367

Other funds holding GP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

PWM

Proathlete Wealth Management Boca Raton, Florida $404M AUM 19.74% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Axxcess Wealth Management's GP Position: Q3 2025 in Review

Axxcess Wealth Management sold out of GreenPower Motor Co (GP) in Q3 2025, closing a stake of 110,000 shares — an estimated $440K sold.

Axxcess Wealth Management first reported a position in GP in Q3 2022 and held it in 12 quarters. The position peaked at $490K in Q1 2025. 14 funds tracked by Wall St. Rank hold GP as of Q3 2025.

Axxcess Wealth Management reported no remaining GreenPower Motor Co position as of Q3 2025 after selling out during the quarter.
Axxcess Wealth Management sold 110,000 GreenPower Motor Co shares in Q3 2025, an estimated $440K.
Axxcess Wealth Management first reported a position in GreenPower Motor Co in Q3 2022 and held it in 12 quarters.
Axxcess Wealth Management's GreenPower Motor Co position peaked at $490K in Q1 2025.
14 funds tracked by Wall St. Rank held GreenPower Motor Co as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.