CGC Financial Services’s Waste Management WM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$25.5K	Hold	125	–	–	0.01%	172
2026 Q2	$27.9K	Hold	125	–	–	0.01%	165
2026 Q1	$28.7K	Hold	125	–	–	0.01%	155
2025 Q4	$27.5K	Hold	125	–	–	0.01%	168
2025 Q3	$27.6K	Hold	125	–	–	0.01%	168
2025 Q2	$28.6K	Hold	125	–	–	0.01%	155
2025 Q1	$28.9K	Sell	125 -35	-22%	-$7.75K	0.01%	141
2024 Q4	$32.3K	Hold	160	–	–	0.01%	131
2024 Q3	$33.2K	Hold	160	–	–	0.01%	129
2024 Q2	$34.1K	Hold	160	–	–	0.01%	124
2024 Q1	$34.1K	Sell	160 -470	-75%	-$92.4K	0.02%	123
2023 Q4	$113K	Buy	630 +595	+1,700%	+$100K	0.05%	72
2023 Q3	$5.34K	Hold	35	–	–	﹤0.01%	208
2023 Q2	$6.07K	Buy	+35	New	+$5.79K	﹤0.01%	206

Other funds holding WM

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

CGC Financial Services's WM Position: Q3 2026 in Review

CGC Financial Services held its Waste Management (WM) position steady in Q3 2026 at 125 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #172.

CGC Financial Services first reported a position in WM in Q2 2023 and has held it in 14 quarters since. The position peaked at $113K in Q4 2023. 639 funds tracked by Wall St. Rank hold WM as of Q3 2026.

CGC Financial Services held 125 shares of Waste Management worth $25.5K as of Q3 2026.
CGC Financial Services left its Waste Management share count unchanged in Q3 2026.
Waste Management made up 0.01% of CGC Financial Services's portfolio in Q3 2026, its #172 holding.
CGC Financial Services first reported a position in Waste Management in Q2 2023 and has held it in 14 quarters since.
CGC Financial Services's Waste Management position peaked at $113K in Q4 2023.
639 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.