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CGC Financial Services’s Fortinet FTNT Stock Holding History

CGC Financial Services’s Portfolio FTNT Stock Details FTNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-225
Closed -$18.4K – 340
2026
Q1 		$18.4K Hold
225
– – 0.01% 177
2025
Q4 		$17.9K Hold
225
– – ﹤0.01% 192
2025
Q3 		$18.9K Hold
225
– – 0.01% 186
2025
Q2 		$23.8K Hold
225
– – 0.01% 166
2025
Q1 		$21.7K Hold
225
– – 0.01% 160
2024
Q4 		$21.3K Hold
225
– – 0.01% 158
2024
Q3 		$17.4K Hold
225
– – 0.01% 170
2024
Q2 		$13.6K Hold
225
– – 0.01% 181
2024
Q1 		$15.4K Hold
225
– – 0.01% 178
2023
Q4 		$13.2K Buy
+225
New +$12.4K 0.01% 202

Other funds holding FTNT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CGC Financial Services sold out of Fortinet (FTNT) in Q2 2026, closing a stake of 225 shares — an estimated $18.4K sold.

CGC Financial Services first reported a position in FTNT in Q4 2023 and held it in 10 quarters. The position peaked at $23.8K in Q2 2025. 232 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • CGC Financial Services reported no remaining Fortinet position as of Q2 2026 after selling out during the quarter.
  • CGC Financial Services sold 225 Fortinet shares in Q2 2026, an estimated $18.4K.
  • CGC Financial Services first reported a position in Fortinet in Q4 2023 and held it in 10 quarters.
  • CGC Financial Services's Fortinet position peaked at $23.8K in Q2 2025.
  • 232 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

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