Modern Wealth Management’s CGI GIB Stock Holding History

Modern Wealth Management’s Portfolio GIB Stock Details GIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,032	Closed	-$280K	–	910
2025 Q4	$280K	Sell	3,032 -837	-22%	-$74.6K	0.01%	702
2025 Q3	$345K	Sell	3,869 -476	-11%	-$46.1K	0.01%	601
2025 Q2	$455K	Buy	4,345 +469	+12%	+$49.4K	0.01%	501
2025 Q1	$387K	Buy	+3,876	New	+$425K	0.01%	469

Other funds holding GIB

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Modern Wealth Management's GIB Position: Q1 2026 in Review

Modern Wealth Management sold out of CGI (GIB) in Q1 2026, closing a stake of 3,032 shares — an estimated $280K sold.

Modern Wealth Management first reported a position in GIB in Q1 2025 and held it in 4 quarters. The position peaked at $455K in Q2 2025. 341 funds tracked by Wall St. Rank hold GIB as of Q1 2026.

Modern Wealth Management reported no remaining CGI position as of Q1 2026 after selling out during the quarter.
Modern Wealth Management sold 3,032 CGI shares in Q1 2026, an estimated $280K.
Modern Wealth Management first reported a position in CGI in Q1 2025 and held it in 4 quarters.
Modern Wealth Management's CGI position peaked at $455K in Q2 2025.
341 funds tracked by Wall St. Rank held CGI as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.