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Disclosery

Challenger Wealth Management: CGUS position timeline

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

Challenger Wealth Management held 256,771 CGUS 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 256,771 shares
    Change vs previous 13F -7,817 shares

    8.41% of the 13F portfolio, value $11,421,174.

    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 264,588 shares
    Change vs previous 13F -1,880 shares

    8.12% of the 13F portfolio, value $10,165,470.

    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 266,468 shares
    Change vs previous 13F +1,184 shares

    8.18% of the 13F portfolio, value $10,720,007.

    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 265,284 shares
    Change vs previous 13F -7,317 shares

    8.2% of the 13F portfolio, value $10,489,341.

    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 272,601 shares
    Change vs previous 13F +19,741 shares

    6.98% of the 13F portfolio, value $10,067,156.

    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 252,860 shares
    Change vs previous 13F +73,990 shares

    6.69% of the 13F portfolio, value $8,445,524.

    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 178,870 shares
    Change vs previous 13F not available

    5.39% of the 13F portfolio, value $6,255,084.

    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).