EWP
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Elevation Wealth Partners’s CGI GIB Stock Holding History

Elevation Wealth Partners’s Portfolio GIB Stock Details GIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.4K Hold
212
– – ﹤0.01% 769
2026
Q2 		$13.7K Hold
212
– – ﹤0.01% 713
2026
Q1 		$15.5K Hold
212
– – 0.01% 431
2025
Q4 		$19.6K Hold
212
– – 0.01% 374
2025
Q3 		$18.9K Hold
212
– – 0.01% 333
2025
Q2 		$22.2K Hold
212
– – 0.01% 312
2025
Q1 		$21.2K Hold
212
– – 0.01% 307
2024
Q4 		$23.2K Hold
212
– – 0.01% 299
2024
Q3 		$24.4K Hold
212
– – 0.01% 287
2024
Q2 		$21.2K Hold
212
– – 0.01% 286
2024
Q1 		$23.4K Buy
+212
New +$23.7K 0.01% 285

Other funds holding GIB

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Elevation Wealth Partners's GIB Position: Q3 2026 in Review

Elevation Wealth Partners held its CGI (GIB) position steady in Q3 2026 at 212 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Elevation Wealth Partners first reported a position in GIB in Q1 2024 and has held it in 11 quarters since. The position peaked at $24.4K in Q3 2024. 7 funds tracked by Wall St. Rank hold GIB as of Q3 2026.

  • Elevation Wealth Partners held 212 shares of CGI worth $14.4K as of Q3 2026.
  • Elevation Wealth Partners left its CGI share count unchanged in Q3 2026.
  • CGI made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #769 holding.
  • Elevation Wealth Partners first reported a position in CGI in Q1 2024 and has held it in 11 quarters since.
  • Elevation Wealth Partners's CGI position peaked at $24.4K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held CGI as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.