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Greenwich Wealth Management LLC

CIK
1439805
City
GREENWICH
State / Country
CT

Top Portfolio Positions

210 positions · $2,132,226,320 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in CWH

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $734,225 107,500
2025-12-31 $1,045,975 107,500
2025-09-30 $1,697,425 107,500
2025-06-30 $1,847,925 107,500
2025-03-31 $1,737,200 107,500
2024-12-31 $2,266,100 107,500
2024-09-30 $2,603,650 107,500
2024-06-30 $1,919,950 107,500
2024-03-31 $2,993,875 107,500
2023-12-31 $2,822,950 107,500
2023-09-30 $2,194,075 107,500
2023-06-30 $3,235,750 107,500
2023-03-31 $2,243,525 107,500
2022-12-31 $2,399,400 107,500
2022-09-30 $2,721,900 107,500
2022-06-30 $2,320,925 107,500
2022-03-31 $3,004,625 107,500
2021-12-31 $4,343,040 107,501
2021-09-30 $4,178,563 107,501
2021-06-30 $4,406,465 107,501
2021-03-31 $3,910,886 107,501
2020-12-31 $2,800,375 107,500
2020-09-30 $3,198,125 107,500
2020-06-30 $2,919,700 107,500
2020-03-31 $611,675 107,500