CGC Financial Services’s Viatris VTRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.16K	Hold	73	–	–	﹤0.01%	308
2026 Q1	$986	Sell	73 -195	-73%	-$2.73K	﹤0.01%	304
2025 Q4	$3.34K	Hold	268	–	–	﹤0.01%	280
2025 Q3	$2.65K	Hold	268	–	–	﹤0.01%	280
2025 Q2	$2.39K	Sell	268 -10	-4%	-$85	﹤0.01%	272
2025 Q1	$2.42K	Buy	278 +12	+5%	+$126	﹤0.01%	265
2024 Q4	$3.31K	Hold	266	–	–	﹤0.01%	262
2024 Q3	$3.09K	Hold	266	–	–	﹤0.01%	265
2024 Q2	$2.83K	Hold	266	–	–	﹤0.01%	264
2024 Q1	$3.18K	Buy	266 +61	+30%	+$735	﹤0.01%	266
2023 Q4	$2.22K	Hold	205	–	–	﹤0.01%	288
2023 Q3	$2.02K	Hold	205	–	–	﹤0.01%	252
2023 Q2	$2.05K	Buy	+205	New	+$1.96K	﹤0.01%	266

Other funds holding VTRS

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

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

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return