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MorganRosel Wealth Management’s CGI GIB Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-22
Closed -$2.31K – 200
2025
Q2 		$2.31K Hold
22
– – ﹤0.01% 316
2025
Q1 		$2.2K Buy
+22
New +$2.41K ﹤0.01% 311
2024
Q1 		– Sell
-6,062
Closed -$650K – 109
2023
Q4 		$650K Sell
6,062
-1,967
-24% -$199K 0.25% 67
2023
Q3 		$791K Buy
8,029
+1,790
+29% +$183K 0.33% 50
2023
Q2 		$658K Buy
+6,239
New +$636K 0.27% 66

Other funds holding GIB

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

MorganRosel Wealth Management's GIB Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of CGI (GIB) in Q3 2025, closing a stake of 22 shares — an estimated $2.31K sold.

MorganRosel Wealth Management first reported a position in GIB in Q2 2023 and held it in 5 quarters. The position peaked at $791K in Q3 2023. 368 funds tracked by Wall St. Rank hold GIB as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining CGI position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 22 CGI shares in Q3 2025, an estimated $2.31K.
  • MorganRosel Wealth Management first reported a position in CGI in Q2 2023 and held it in 5 quarters.
  • MorganRosel Wealth Management's CGI position peaked at $791K in Q3 2023.
  • 368 funds tracked by Wall St. Rank held CGI as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.