CGC Financial Services’s iRobot IRBT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-53	Closed	-$6	–	345
2025 Q4	$6	Hold	53	–	–	﹤0.01%	340
2025 Q3	$190	Hold	53	–	–	﹤0.01%	334
2025 Q2	$166	Hold	53	–	–	﹤0.01%	324
2025 Q1	$143	Hold	53	–	–	﹤0.01%	324
2024 Q4	$411	Hold	53	–	–	﹤0.01%	323
2024 Q3	$461	Hold	53	–	–	﹤0.01%	317
2024 Q2	$483	Hold	53	–	–	﹤0.01%	317
2024 Q1	$464	Hold	53	–	–	﹤0.01%	327
2023 Q4	$2.05K	Hold	53	–	–	﹤0.01%	290
2023 Q3	$2.01K	Hold	53	–	–	﹤0.01%	253
2023 Q2	$2.4K	Buy	+53	New	+$2.12K	﹤0.01%	263

Other funds holding IRBT

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return

KFA

Kelleher Financial Advisors New York $705M AUM 16.14% 1-Year Est. Return

CGC Financial Services's IRBT Position: Q1 2026 in Review

CGC Financial Services sold out of iRobot (IRBT) in Q1 2026, closing a stake of 53 shares — an estimated $6 sold.

CGC Financial Services first reported a position in IRBT in Q2 2023 and held it in 11 quarters. The position peaked at $2.4K in Q2 2023. 2 funds tracked by Wall St. Rank hold IRBT as of Q1 2026.

CGC Financial Services reported no remaining iRobot position as of Q1 2026 after selling out during the quarter.
CGC Financial Services sold 53 iRobot shares in Q1 2026, an estimated $6.
CGC Financial Services first reported a position in iRobot in Q2 2023 and held it in 11 quarters.
CGC Financial Services's iRobot position peaked at $2.4K in Q2 2023.
2 funds tracked by Wall St. Rank held iRobot as of Q1 2026.

Based on CGC Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.