CGC Financial Services’s DT Midstream DTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.34K	Hold	50	–	–	﹤0.01%	237
2026 Q1	$6.73K	Hold	50	–	–	﹤0.01%	233
2025 Q4	$5.98K	Hold	50	–	–	﹤0.01%	255
2025 Q3	$5.65K	Hold	50	–	–	﹤0.01%	258
2025 Q2	$5.5K	Hold	50	–	–	﹤0.01%	247
2025 Q1	$4.82K	Hold	50	–	–	﹤0.01%	241
2024 Q4	$4.97K	Hold	50	–	–	﹤0.01%	245
2024 Q3	$3.93K	Hold	50	–	–	﹤0.01%	252
2024 Q2	$3.55K	Hold	50	–	–	﹤0.01%	254
2024 Q1	$3.06K	Hold	50	–	–	﹤0.01%	268
2023 Q4	$2.74K	Hold	50	–	–	﹤0.01%	281
2023 Q3	$2.65K	Hold	50	–	–	﹤0.01%	241
2023 Q2	$2.48K	Buy	+50	New	+$2.39K	﹤0.01%	257

Other funds holding DTM

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

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

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