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CGC Financial Services’s Weyerhaeuser WY Stock Holding History

CGC Financial Services’s Portfolio WY Stock Details WY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.1K Hold
1,130
– – 0.01% 168
2026
Q1 		$27.6K Hold
1,130
– – 0.01% 160
2025
Q4 		$26.8K Hold
1,130
– – 0.01% 171
2025
Q3 		$28K Hold
1,130
– – 0.01% 165
2025
Q2 		$29K Hold
1,130
– – 0.01% 152
2025
Q1 		$33.1K Hold
1,130
– – 0.01% 132
2024
Q4 		$31.8K Hold
1,130
– – 0.01% 132
2024
Q3 		$38.3K Buy
1,130
+405
+56% +$12.4K 0.02% 120
2024
Q2 		$20.6K Hold
725
– – 0.01% 156
2024
Q1 		$26K Hold
725
– – 0.01% 138
2023
Q4 		$25.2K Hold
725
– – 0.01% 149
2023
Q3 		$22.2K Hold
725
– – 0.02% 132
2023
Q2 		$24.3K Buy
+725
New +$21.8K 0.02% 130

Other funds holding WY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BA
Baugh & Associates Atlanta, Georgia $226M AUM 41.8% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

CGC Financial Services held its Weyerhaeuser (WY) position steady in Q2 2026 at 1,130 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #168.

CGC Financial Services first reported a position in WY in Q2 2023 and has held it in 13 quarters since. The position peaked at $38.3K in Q3 2024. 127 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • CGC Financial Services held 1,130 shares of Weyerhaeuser worth $27.1K as of Q2 2026.
  • CGC Financial Services left its Weyerhaeuser share count unchanged in Q2 2026.
  • Weyerhaeuser made up 0.01% of CGC Financial Services's portfolio in Q2 2026, its #168 holding.
  • CGC Financial Services first reported a position in Weyerhaeuser in Q2 2023 and has held it in 13 quarters since.
  • CGC Financial Services's Weyerhaeuser position peaked at $38.3K in Q3 2024.
  • 127 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

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