IFWM
CGC

Institute for Wealth Management’s Canopy Growth CGC Stock Holding History

Institute for Wealth Management’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
Q2 		$2.35K Buy
+2,478
New +$2.63K ﹤0.01% 1567
2019
Q3 		– Sell
-561
Closed -$226K – 431
2019
Q2 		$226K Buy
+561
New +$247K 0.05% 407

Other funds holding CGC

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Institute for Wealth Management's CGC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Canopy Growth (CGC) in Q2 2026: 2,478 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #1567 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in CGC as recently as Q2 2019.

Institute for Wealth Management first reported a position in CGC in Q2 2019 and has held it in 2 quarters since. The position peaked at $226K in Q2 2019. 214 funds tracked by Wall St. Rank hold CGC as of Q2 2026.

  • Institute for Wealth Management held 2,478 shares of Canopy Growth worth $2.35K as of Q2 2026.
  • Canopy Growth was a new Institute for Wealth Management position in Q2 2026.
  • Canopy Growth made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1567 holding.
  • Institute for Wealth Management first reported a position in Canopy Growth in Q2 2019 and has held it in 2 quarters since.
  • Institute for Wealth Management's Canopy Growth position peaked at $226K in Q2 2019.
  • 214 funds tracked by Wall St. Rank held Canopy Growth as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.