Next Level Wealth Planning’s Canopy Growth CGC Stock Holding History

Next Level Wealth Planning’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 Q3	$2	Buy	+2	New	+$2	﹤0.01%	518

Other funds holding CGC

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return

Beau Ventures Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Next Level Wealth Planning's CGC Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Canopy Growth (CGC) in Q3 2026: 2 shares worth $2. The stake represents ﹤0.01% of the portfolio and ranks #518 among its holdings.

98 funds tracked by Wall St. Rank hold CGC as of Q3 2026.

Next Level Wealth Planning held 2 shares of Canopy Growth worth $2 as of Q3 2026.
Canopy Growth was a new Next Level Wealth Planning position in Q3 2026.
Canopy Growth made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #518 holding.
98 funds tracked by Wall St. Rank held Canopy Growth as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.