CFP
CGC

Comprehensive Financial Planning’s Canopy Growth CGC Stock Holding History

Comprehensive Financial Planning’s Portfolio CGC Stock Details CGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40 Hold
43
– – ﹤0.01% 380
2025
Q4 		$49 Buy
43
+8
+23% +$10 ﹤0.01% 410
2025
Q3 		$51 Hold
35
– – ﹤0.01% 345
2025
Q2 		$43 Hold
35
– – ﹤0.01% 334
2025
Q1 		$31 Hold
35
– – ﹤0.01% 327
2024
Q4 		$96 Buy
+35
New +$139 ﹤0.01% 348

Other funds holding CGC

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Comprehensive Financial Planning's CGC Position: Q1 2026 in Review

Comprehensive Financial Planning held its Canopy Growth (CGC) position steady in Q1 2026 at 43 shares worth $40. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Comprehensive Financial Planning first reported a position in CGC in Q4 2024 and has held it in 6 quarters since. The position peaked at $96 in Q4 2024. 221 funds tracked by Wall St. Rank hold CGC as of Q1 2026.

  • Comprehensive Financial Planning held 43 shares of Canopy Growth worth $40 as of Q1 2026.
  • Comprehensive Financial Planning left its Canopy Growth share count unchanged in Q1 2026.
  • Canopy Growth made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #380 holding.
  • Comprehensive Financial Planning first reported a position in Canopy Growth in Q4 2024 and has held it in 6 quarters since.
  • Comprehensive Financial Planning's Canopy Growth position peaked at $96 in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Canopy Growth as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.