Lauer Wealth’s Canopy Growth CGC Stock Holding History

Lauer Wealth’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 Q1	–	Sell	-50,500	Closed	-$55.6K	–	70
2025 Q4	$65.1K	Hold	50,500	–	–	0.05%	60
2025 Q3	$73.7K	Buy	+50,500	New	+$65.6K	0.05%	66

Other funds holding CGC

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Entrust Financial Wayne, Pennsylvania $154M AUM

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Lauer Wealth's CGC Position: Q1 2026 in Review

Lauer Wealth sold out of Canopy Growth (CGC) in Q1 2026, closing a stake of 50,500 shares — an estimated $55.6K sold.

Lauer Wealth first reported a position in CGC in Q3 2025 and held it in 2 quarters. The position peaked at $73.7K in Q3 2025. 221 funds tracked by Wall St. Rank hold CGC as of Q1 2026.

Lauer Wealth reported no remaining Canopy Growth position as of Q1 2026 after selling out during the quarter.
Lauer Wealth sold 50,500 Canopy Growth shares in Q1 2026, an estimated $55.6K.
Lauer Wealth first reported a position in Canopy Growth in Q3 2025 and held it in 2 quarters.
Lauer Wealth's Canopy Growth position peaked at $73.7K in Q3 2025.
221 funds tracked by Wall St. Rank held Canopy Growth as of Q1 2026.

Based on Lauer Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.