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Challenger Wealth Management: CGGR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Challenger Wealth Management on CGGR, newest first. How the timeline and the estimate are built.

Challenger Wealth Management held 429,347 CGGR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 429,347 shares
    Change vs previous 13F -14,838 shares

    14.92% of the 13F portfolio, value $20,265,183.

    13F-HR 0002057602-26-000003 filed by Challenger Wealth Management
    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 444,185 shares
    Change vs previous 13F +1,506 shares

    14.26% of the 13F portfolio, value $17,851,810.

    13F-HR 0002057602-26-000002 filed by Challenger Wealth Management
    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 442,679 shares
    Change vs previous 13F +10,901 shares

    15.02% of the 13F portfolio, value $19,685,951.

    13F-HR 0002057602-26-000001 filed by Challenger Wealth Management
    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 431,778 shares
    Change vs previous 13F -1,950 shares

    14.83% of the 13F portfolio, value $18,963,682.

    13F-HR 0002057602-25-000006 filed by Challenger Wealth Management
    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 433,728 shares
    Change vs previous 13F +43,605 shares

    12.23% of the 13F portfolio, value $17,631,036.

    13F-HR 0002057602-25-000004 filed by Challenger Wealth Management
    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 390,123 shares
    Change vs previous 13F +183,765 shares

    10.59% of the 13F portfolio, value $13,361,707.

    13F-HR 0002057602-25-000003 filed by Challenger Wealth Management
    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 206,358 shares
    Change vs previous 13F not available

    6.61% of the 13F portfolio, value $7,670,320.

    13F-HR 0002057602-25-000001 filed by Challenger Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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