CGC Financial Services’s Antero Midstream AM Stock Holding History

CGC Financial Services’s Portfolio AM Stock Details AM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.4K	Hold	500	–	–	﹤0.01%	220
2026 Q1	$11.4K	Hold	500	–	–	﹤0.01%	211
2025 Q4	$8.89K	Hold	500	–	–	﹤0.01%	238
2025 Q3	$9.72K	Hold	500	–	–	﹤0.01%	232
2025 Q2	$9.47K	Hold	500	–	–	﹤0.01%	216
2025 Q1	$9K	Hold	500	–	–	﹤0.01%	204
2024 Q4	$7.54K	Hold	500	–	–	﹤0.01%	216
2024 Q3	$7.53K	Hold	500	–	–	﹤0.01%	218
2024 Q2	$7.37K	Hold	500	–	–	﹤0.01%	217
2024 Q1	$7.03K	Hold	500	–	–	﹤0.01%	229
2023 Q4	$6.26K	Hold	500	–	–	﹤0.01%	246
2023 Q3	$5.99K	Hold	500	–	–	﹤0.01%	199
2023 Q2	$5.8K	Buy	+500	New	+$5.31K	﹤0.01%	211

Other funds holding AM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CGC Financial Services's AM Position: Q2 2026 in Review

CGC Financial Services held its Antero Midstream (AM) position steady in Q2 2026 at 500 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

CGC Financial Services first reported a position in AM in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.4K in Q1 2026. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

CGC Financial Services held 500 shares of Antero Midstream worth $11.4K as of Q2 2026.
CGC Financial Services left its Antero Midstream share count unchanged in Q2 2026.
Antero Midstream made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #220 holding.
CGC Financial Services first reported a position in Antero Midstream in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Antero Midstream position peaked at $11.4K in Q1 2026.
533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.