CI Private Wealth »

Tree shares owned by CI Private Wealth

Quarter-by-quarter ownership of Tree (TREE) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Tree

Tip: Access up to 7 years of quarterly data

All positions including Tree held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tree by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2M 28k 44.29

More positions owned by CI Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)

View all positions for CI Private Wealth

Top funds holding Tree

BlackRock
Jennison Associates
Punch & Associates Investment Management
Ameriprise Financial
Vanguard Capital Management
Millennium Management
Jacobs Levy Equity Management
Geode Capital Management
Goldman Sachs Group
Emerald Advisers
Arrowstreet Capital, Limited Partnership
AQR Capital Management
Dimensional Fund Advisors
State Street Corporation
Emerald Mutual Fund Advisers, Trust

View all funds holding Tree