Golden State Wealth Management’s Cenovus Energy CVE Stock Holding History

Golden State 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	$10.6K	Buy	341 +2	+0.6%	+$60	﹤0.01%	1075
2026 Q2	$8.43K	Buy	339 +2	+0.6%	+$55	﹤0.01%	1149
2026 Q1	$8.96K	Buy	337 +1	+0.3%	+$21	﹤0.01%	1109
2025 Q4	$5.68K	Buy	336 +3	+0.9%	+$52	﹤0.01%	1220
2025 Q3	$5.66K	Buy	333 +3	+0.9%	+$47	﹤0.01%	1234
2025 Q2	$4.49K	Buy	330 +4	+1%	+$52	﹤0.01%	1245
2025 Q1	$4.55K	Buy	326 +3	+0.9%	+$43	﹤0.01%	1186
2024 Q4	$4.91K	Buy	+323	New	+$5.2K	﹤0.01%	1124
2020 Q2	–	Sell	-310	Closed	-$1K	–	388
2020 Q1	$1K	Buy	+310	New	+$2.17K	﹤0.01%	906
2019 Q4	–	Sell	-310	Closed	-$3K	–	231
2019 Q3	$3K	Hold	310	–	–	﹤0.01%	916
2019 Q2	$2K	Hold	310	–	–	﹤0.01%	970
2019 Q1	$3K	Buy	+310	New	+$2.57K	﹤0.01%	972

Other funds holding CVE

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Golden State Wealth Management's CVE Position: Q3 2026 in Review

Golden State Wealth Management increased its Cenovus Energy (CVE) stake by 0.59% in Q3 2026, buying an estimated $60 and bringing the position to 341 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Golden State Wealth Management first reported a position in CVE in Q1 2019 and has held it in 12 quarters since. 423 funds tracked by Wall St. Rank hold CVE as of Q3 2026.

Golden State Wealth Management held 341 shares of Cenovus Energy worth $10.6K as of Q3 2026.
Golden State Wealth Management bought 2 Cenovus Energy shares in Q3 2026, an estimated $60.
Cenovus Energy made up ﹤0.01% of Golden State Wealth Management's portfolio in Q3 2026, its #1075 holding.
Golden State Wealth Management first reported a position in Cenovus Energy in Q1 2019 and has held it in 12 quarters since.
423 funds tracked by Wall St. Rank held Cenovus Energy as of Q3 2026.

Based on Golden State Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.