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Beta Wealth Group, Inc.: CGNG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beta Wealth Group, Inc. on CGNG, newest first. How the timeline and the estimate are built.

Beta Wealth Group, Inc. held 48,113 CGNG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,113 shares
    Change vs previous 13F -2,487 shares

    0.68% of the 13F portfolio, value $1,802,300.

    13F-HR 0001594417-26-000003 filed by Beta Wealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 50,600 shares
    Change vs previous 13F +103 shares

    0.66% of the 13F portfolio, value $1,597,431.

    13F-HR 0001594417-26-000002 filed by Beta Wealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 50,497 shares
    Change vs previous 13F -902 shares

    0.65% of the 13F portfolio, value $1,612,369.

    13F-HR 0001594417-26-000001 filed by Beta Wealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 51,399 shares
    Change vs previous 13F -185,479 shares

    0.63% of the 13F portfolio, value $1,588,229.

    13F-HR 0001594417-25-000007 filed by Beta Wealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 236,878 shares
    Change vs previous 13F +3,056 shares

    2.5% of the 13F portfolio, value $6,824,455.

    13F-HR 0001594417-25-000005 filed by Beta Wealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 233,822 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $5,882,962.

    13F-HR 0001594417-25-000003 filed by Beta Wealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).