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True Wealth Design’s Cenovus Energy CVE Stock Holding History

True Wealth Design’s Portfolio CVE Stock Details CVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15K Buy
481
+212
+79% +$6.4K ﹤0.01% 925
2026
Q2 		$6.67K Sell
269
-14
-5% -$386 ﹤0.01% 1209
2026
Q1 		$7.51K Buy
283
+156
+123% +$3.33K ﹤0.01% 1072
2025
Q4 		$2.15K Hold
127
– – ﹤0.01% 1424
2025
Q3 		$2.16K Buy
127
+27
+27% +$422 ﹤0.01% 1429
2025
Q2 		$1.36K Sell
100
-15
-13% -$195 ﹤0.01% 1340
2025
Q1 		$1.6K Buy
115
+16
+16% +$230 ﹤0.01% 1090
2024
Q4 		$1.5K Buy
99
+15
+18% +$241 ﹤0.01% 815
2024
Q3 		$1.41K Buy
84
+4
+5% +$74 ﹤0.01% 885
2024
Q2 		$1.57K Buy
80
+28
+54% +$566 ﹤0.01% 401
2024
Q1 		$1.04K Buy
52
+22
+73% +$376 ﹤0.01% 458
2023
Q4 		$500 Hold
30
– – ﹤0.01% 471
2023
Q3 		$625 Hold
30
– – ﹤0.01% 378
2023
Q2 		$510 Hold
30
– – ﹤0.01% 432
2023
Q1 		$524 Hold
30
– – ﹤0.01% 513
2022
Q4 		$582 Buy
+30
New +$575 ﹤0.01% 427

Other funds holding CVE

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

True Wealth Design's CVE Position: Q3 2026 in Review

True Wealth Design increased its Cenovus Energy (CVE) stake by 79% in Q3 2026, buying an estimated $6.4K and bringing the position to 481 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

True Wealth Design first reported a position in CVE in Q4 2022 and has held it in 16 quarters since. 45 funds tracked by Wall St. Rank hold CVE as of Q3 2026.

  • True Wealth Design held 481 shares of Cenovus Energy worth $15K as of Q3 2026.
  • True Wealth Design bought 212 Cenovus Energy shares in Q3 2026, an estimated $6.4K.
  • Cenovus Energy made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #925 holding.
  • True Wealth Design first reported a position in Cenovus Energy in Q4 2022 and has held it in 16 quarters since.
  • 45 funds tracked by Wall St. Rank held Cenovus Energy as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.