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 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 $47.4B AUM 59.58% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Center for Financial Planning's CGC Position: Q1 2026 in Review

Center for Financial Planning held its Canopy Growth (CGC) position steady in Q1 2026 at 25 shares worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Center for Financial Planning first reported a position in CGC in Q1 2021 and has held it in 21 quarters since. The position peaked at $11K in Q1 2021. 221 funds tracked by Wall St. Rank hold CGC as of Q1 2026.

Center for Financial Planning held 25 shares of Canopy Growth worth $24 as of Q1 2026.
Center for Financial Planning left its Canopy Growth share count unchanged in Q1 2026.
Canopy Growth made up ﹤0.01% of Center for Financial Planning's portfolio in Q1 2026, its #651 holding.
Center for Financial Planning first reported a position in Canopy Growth in Q1 2021 and has held it in 21 quarters since.
Center for Financial Planning's Canopy Growth position peaked at $11K in Q1 2021.
221 funds tracked by Wall St. Rank held Canopy Growth as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.