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CAPTRUST FINANCIAL ADVISORS: CGXU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on CGXU, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 3,701,592 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,701,592 shares
    Change vs previous 13F -130,953 shares

    0.2% of the 13F portfolio, value $128,149,127.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 3,832,545 shares
    Change vs previous 13F -50,608 shares

    0.2% of the 13F portfolio, value $113,009,094.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 3,883,153 shares
    Change vs previous 13F -169,683 shares

    0.22% of the 13F portfolio, value $114,747,159.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 4,052,836 shares
    Change vs previous 13F -558,946 shares

    0.24% of the 13F portfolio, value $120,045,015.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 4,611,782 shares
    Change vs previous 13F -5,564,293 shares

    0.28% of the 13F portfolio, value $125,117,582.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 10,176,075 shares
    Change vs previous 13F +600,986 shares

    0.62% of the 13F portfolio, value $249,110,505.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 9,575,089 shares
    Change vs previous 13F +390,774 shares

    0.67% of the 13F portfolio, value $236,217,665.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,184,315 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $247,700,847.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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