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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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. 58 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.
58 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.