GPS Wealth Strategies Group’s Suncor Energy SU Stock Holding History

GPS Wealth Strategies Group’s Portfolio SU Stock Details SU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-248	Closed	-$10.4K	–	1456
2025 Q3	$10.4K	Hold	248	–	–	﹤0.01%	1077
2025 Q2	$9.29K	Hold	248	–	–	﹤0.01%	1055
2025 Q1	$9.6K	Buy	248 +163	+192%	+$6.22K	﹤0.01%	1009
2024 Q4	$3.03K	Sell	85 -19	-18%	-$731	﹤0.01%	1181
2024 Q3	$3.84K	Buy	104 +19	+22%	+$734	﹤0.01%	1148
2024 Q2	$3.24K	Hold	85	–	–	﹤0.01%	1150
2024 Q1	$3.14K	Buy	+85	New	+$2.86K	﹤0.01%	1083
2023 Q2	–	Sell	-150	Closed	-$4.66K	–	1310
2023 Q1	$4.66K	Buy	+150	New	+$4.88K	﹤0.01%	989
2022 Q4	–	Sell	-150	Closed	-$4K	–	962
2022 Q3	$4K	Buy	+150	New	+$4.74K	﹤0.01%	956
2022 Q1	–	Sell	-600	Closed	-$15K	–	1135
2021 Q4	$15K	Hold	600	–	–	﹤0.01%	656
2021 Q3	$12K	Sell	600 -500	-45%	-$10K	﹤0.01%	682
2021 Q2	$26K	Hold	1,100	–	–	0.01%	540
2021 Q1	$22K	Buy	+1,100	New	+$21.6K	0.01%	527

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

GPS Wealth Strategies Group's SU Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Suncor Energy (SU) in Q4 2025, closing a stake of 248 shares — an estimated $10.4K sold.

GPS Wealth Strategies Group first reported a position in SU in Q1 2021 and held it in 13 quarters. The position peaked at $26K in Q2 2021. 679 funds tracked by Wall St. Rank hold SU as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Suncor Energy position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 248 Suncor Energy shares in Q4 2025, an estimated $10.4K.
GPS Wealth Strategies Group first reported a position in Suncor Energy in Q1 2021 and held it in 13 quarters.
GPS Wealth Strategies Group's Suncor Energy position peaked at $26K in Q2 2021.
679 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.