Position in CGC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$23
+$0 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#160
of 211 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGC Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Center for Financial Planning, Inc. holds $181,683 across 5 Drug Manufacturers - Specialty & Generic names. CGC ranks #4 (0.0% of the industry book) .
All Filings in CGC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23 | 25 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $23 | 25 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $28 | 25 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $36 | 25 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $30 | 25 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $22 | 25 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $68 | 25 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $168 | 35 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $161 | 25 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $215 | 25 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $127 | 25 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $202 | 259 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $100 | 259 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $453 | 259 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $598 | 259 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $707 | 259 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,017 | 357 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,706 | 357 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,116 | 357 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,948 | 357 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $8,632 | 357 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $11,434 | 357 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||