GWM
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Gilpin Wealth Management’s Cenovus Energy CVE Stock Holding History

Gilpin Wealth Management’s Portfolio CVE Stock Details CVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.39K Sell
109
-5
-4% -$151 ﹤0.01% 506
2026
Q2 		$2.83K Hold
114
– – ﹤0.01% 415
2026
Q1 		$3.02K Sell
114
-29
-20% -$618 ﹤0.01% 392
2025
Q4 		$2.42K Buy
+143
New +$2.48K ﹤0.01% 386

Other funds holding CVE

PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gilpin Wealth Management's CVE Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Cenovus Energy (CVE) stake by 4.4% in Q3 2026, selling an estimated $151 and leaving 109 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Gilpin Wealth Management first reported a position in CVE in Q4 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold CVE as of Q3 2026.

  • Gilpin Wealth Management held 109 shares of Cenovus Energy worth $3.39K as of Q3 2026.
  • Gilpin Wealth Management sold 5 Cenovus Energy shares in Q3 2026, an estimated $151.
  • Cenovus Energy made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #506 holding.
  • Gilpin Wealth Management first reported a position in Cenovus Energy in Q4 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Cenovus Energy as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.