Position in CG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$264,113
-$11,177 QoQ
Shares Held
6,272
+10.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#383
of 579 holders
Holding Since
Jun 2024
8 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 Jun 30, 2026Triad Wealth Partners, LLC holds $1,927,667 across 4 Asset Management names. CG ranks #3 (13.7% of the industry book) .
All Filings in CG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,113 | 6,272 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $275,290 | 5,689 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $286,328 | 4,844 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $480,093 | 7,657 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $360,159 | 7,007 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $323,699 | 7,426 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $417,299 | 8,265 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $279,644 | 6,965 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||