Position in CG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$595,729
-$138,239 QoQ
Shares Held
12,311
-0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 202644 WEALTH MANAGEMENT LLC holds $5,350,584 across 4 Asset Management names. CG ranks #4 (11.1% of the industry book) .
All Filings in CG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $595,729 | 12,311 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $733,968 | 12,417 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,026,148 | 16,366 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $833,296 | 16,212 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $502,156 | 11,520 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||