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Confluence Wealth Services, Inc.: CGXU position timeline

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

Confluence Wealth Services, Inc. held 2,430,784 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,430,784 shares
    Change vs previous 13F +459,012 shares

    2.41% of the 13F portfolio, value $84,153,821.

    13F-HR 0001910411-26-000004 filed by Confluence Wealth Services, 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 1,971,772 shares
    Change vs previous 13F +135,739 shares

    2.25% of the 13F portfolio, value $58,147,528.

    13F-HR 0001910411-26-000003 filed by Confluence Wealth Services, 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 1,836,033 shares
    Change vs previous 13F +95,441 shares

    2.25% of the 13F portfolio, value $54,254,747.

    13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, 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 1,740,592 shares
    Change vs previous 13F +125,130 shares

    2.54% of the 13F portfolio, value $51,556,324.

    13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, 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 1,615,462 shares
    Change vs previous 13F +102,420 shares

    2.39% of the 13F portfolio, value $43,827,474.

    13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, 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 1,513,042 shares
    Change vs previous 13F +55,495 shares

    2.3% of the 13F portfolio, value $36,418,912.

    13F-HR 0001910411-25-000002 filed by Confluence Wealth Services, Inc.
    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 1,457,547 shares
    Change vs previous 13F +224,878 shares

    2.45% of the 13F portfolio, value $37,692,154.

    13F-HR 0001910411-25-000001 filed by Confluence Wealth Services, Inc.
    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 1,232,669 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $33,245,080.

    13F-HR 0001910411-24-000005 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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