Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CGI GIB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GIB Stock Details GIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.8K Sell
722
-450
-38% -$35.9K ﹤0.01% 3783
2025
Q4 		$108K Sell
1,172
-119
-9% -$10.6K ﹤0.01% 3001
2025
Q3 		$115K Sell
1,291
-98
-7% -$9.48K ﹤0.01% 2867
2025
Q2 		$146K Buy
1,389
+45
+3% +$4.74K ﹤0.01% 2423
2025
Q1 		$134K Sell
1,344
-10
-0.7% -$1.1K ﹤0.01% 2181
2024
Q4 		$148K Sell
1,354
-11
-0.8% -$1.24K ﹤0.01% 2028
2024
Q3 		$157K Buy
1,365
+176
+15% +$19.2K ﹤0.01% 1891
2024
Q2 		$119K Buy
1,189
+4
+0.3% +$411 ﹤0.01% 1862
2024
Q1 		$131K Buy
1,185
+190
+19% +$21.3K ﹤0.01% 1725
2023
Q4 		$107K Buy
995
+9
+0.9% +$912 ﹤0.01% 1716
2023
Q3 		$97K Sell
986
-88
-8% -$8.99K ﹤0.01% 1643
2023
Q2 		$113K Buy
1,074
+41
+4% +$4.18K ﹤0.01% 1512
2023
Q1 		$99K Buy
1,033
+86
+9% +$7.73K ﹤0.01% 1494
2022
Q4 		$82K Sell
947
-181
-16% -$14.9K ﹤0.01% 1471
2022
Q3 		$85K Sell
1,128
-353
-24% -$28.8K ﹤0.01% 1406
2022
Q2 		$118K Buy
1,481
+37
+3% +$2.99K ﹤0.01% 1249
2022
Q1 		$115K Buy
1,444
+726
+101% +$60.4K ﹤0.01% 1272
2021
Q4 		$64K Buy
+718
New +$62.9K ﹤0.01% 1478
2021
Q2 		$21K Hold
230
– – ﹤0.01% 1772
2021
Q1 		$21K Hold
230
– – ﹤0.01% 1772
2020
Q4 		$21K Hold
230
– – ﹤0.01% 1772
2020
Q3 		$21K Hold
230
– – ﹤0.01% 1772
2020
Q2 		$21K Hold
230
– – ﹤0.01% 1772
2020
Q1 		$21K Hold
230
– – ﹤0.01% 1772
2019
Q4 		$21K Hold
230
– – ﹤0.01% 1772
2019
Q3 		$21K Hold
230
– – ﹤0.01% 1772
2019
Q2 		$21K Hold
230
– – ﹤0.01% 1772
2019
Q1 		$21K Buy
230
+76
+49% +$5.02K ﹤0.01% 1772
2018
Q4 		$9K Buy
+154
New +$9.5K ﹤0.01% 1364

Other funds holding GIB

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GIB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its CGI (GIB) stake by 38% in Q1 2026, selling an estimated $35.9K and leaving 722 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3783.

Carson Wealth (CWM LLC) first reported a position in GIB in Q4 2018 and has held it in 29 quarters since. The position peaked at $157K in Q3 2024. 341 funds tracked by Wall St. Rank hold GIB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 722 shares of CGI worth $52.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 450 CGI shares in Q1 2026, an estimated $35.9K.
  • CGI made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3783 holding.
  • Carson Wealth (CWM LLC) first reported a position in CGI in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s CGI position peaked at $157K in Q3 2024.
  • 341 funds tracked by Wall St. Rank held CGI as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.