Octavia Wealth Advisors’s Canopy Growth CGC Stock Holding History

Octavia Wealth Advisors’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	$24.7K	Hold	26,009	–	–	﹤0.01%	231
2026 Q1	$24.7K	Sell	26,009 -12	-0%	-$13	﹤0.01%	238
2025 Q4	$29.7K	Buy	+26,021	New	+$33.5K	﹤0.01%	248

Other funds holding CGC

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return