CGC Financial Services’s Enterprise Products Partners EPD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15K	Hold	408	–	–	﹤0.01%	199
2026 Q1	$15.4K	Sell	408 -5,146	-93%	-$182K	﹤0.01%	185
2025 Q4	$178K	Hold	5,554	–	–	0.05%	71
2025 Q3	$174K	Hold	5,554	–	–	0.05%	66
2025 Q2	$172K	Hold	5,554	–	–	0.06%	64
2025 Q1	$190K	Hold	5,554	–	–	0.08%	55
2024 Q4	$174K	Hold	5,554	–	–	0.07%	56
2024 Q3	$162K	Hold	5,554	–	–	0.06%	54
2024 Q2	$161K	Hold	5,554	–	–	0.07%	52
2024 Q1	$162K	Hold	5,554	–	–	0.08%	54
2023 Q4	$146K	Hold	5,554	–	–	0.07%	63
2023 Q3	$152K	Hold	5,554	–	–	0.11%	49
2023 Q2	$146K	Buy	+5,554	New	+$145K	0.1%	55

Other funds holding EPD

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CCM

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

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

CGC Financial Services held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 408 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

CGC Financial Services first reported a position in EPD in Q2 2023 and has held it in 13 quarters since. The position peaked at $190K in Q1 2025. 300 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

CGC Financial Services held 408 shares of Enterprise Products Partners worth $15K as of Q2 2026.
CGC Financial Services left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #199 holding.
CGC Financial Services first reported a position in Enterprise Products Partners in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Enterprise Products Partners position peaked at $190K in Q1 2025.
300 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

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