Center for Financial Planning’s Canopy Growth CGC Stock Holding History

Center for Financial Planning’s Portfolio CGC Stock Details CGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24	Hold	25	–	–	﹤0.01%	659
2026 Q1	$24	Hold	25	–	–	﹤0.01%	651
2025 Q4	$29	Hold	25	–	–	﹤0.01%	696
2025 Q3	$37	Hold	25	–	–	﹤0.01%	655
2025 Q2	$31	Hold	25	–	–	﹤0.01%	642
2025 Q1	$23	Hold	25	–	–	﹤0.01%	697
2024 Q4	$69	Sell	25 -10	-29%	-$40	﹤0.01%	659
2024 Q3	$169	Buy	35 +10	+40%	+$61	﹤0.01%	553
2024 Q2	$162	Hold	25	–	–	﹤0.01%	564
2024 Q1	$216	Hold	25	–	–	﹤0.01%	593
2023 Q4	$128	Sell	25 -1	-4%	-$6	﹤0.01%	517
2023 Q3	$203	Hold	26	–	–	﹤0.01%	505
2023 Q2	$101	Hold	26	–	–	﹤0.01%	560
2023 Q1	$454	Hold	26	–	–	﹤0.01%	503
2022 Q4	$598	Hold	26	–	–	﹤0.01%	498
2022 Q3	$1K	Sell	26 -10	-28%	-$308	﹤0.01%	585
2022 Q2	$1K	Hold	36	–	–	﹤0.01%	491
2022 Q1	$3K	Hold	36	–	–	﹤0.01%	452
2021 Q4	$3K	Hold	36	–	–	﹤0.01%	454
2021 Q3	$5K	Hold	36	–	–	﹤0.01%	409
2021 Q2	$9K	Hold	36	–	–	﹤0.01%	372
2021 Q1	$11K	Buy	+36	New	+$12.7K	﹤0.01%	371

Other funds holding CGC

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Center for Financial Planning's CGC Position: Q2 2026 in Review

Center for Financial Planning held its Canopy Growth (CGC) position steady in Q2 2026 at 25 shares worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Center for Financial Planning first reported a position in CGC in Q1 2021 and has held it in 22 quarters since. The position peaked at $11K in Q1 2021. 214 funds tracked by Wall St. Rank hold CGC as of Q2 2026.

Center for Financial Planning held 25 shares of Canopy Growth worth $24 as of Q2 2026.
Center for Financial Planning left its Canopy Growth share count unchanged in Q2 2026.
Canopy Growth made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #659 holding.
Center for Financial Planning first reported a position in Canopy Growth in Q1 2021 and has held it in 22 quarters since.
Center for Financial Planning's Canopy Growth position peaked at $11K in Q1 2021.
214 funds tracked by Wall St. Rank held Canopy Growth as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.