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Disclosery

Entruity Wealth, LLC: CGXU position timeline

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

Entruity Wealth, LLC held 80,357 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 80,357 shares
    Change vs previous 13F -52,955 shares

    1.8% of the 13F portfolio, value $2,781,972.

    13F-HR 0001719303-26-000004 filed by Entruity Wealth, LLC
    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 133,312 shares
    Change vs previous 13F +966 shares

    2.67% of the 13F portfolio, value $3,931,363.

    13F-HR 0001719303-26-000003 filed by Entruity Wealth, LLC
    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 132,346 shares
    Change vs previous 13F +651 shares

    2.79% of the 13F portfolio, value $3,910,824.

    13F-HR 0001719303-26-000002 filed by Entruity Wealth, LLC
    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 131,695 shares
    Change vs previous 13F +7,307 shares

    3.03% of the 13F portfolio, value $3,900,806.

    13F-HR 0001719303-25-000005 filed by Entruity Wealth, LLC
    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 124,388 shares
    Change vs previous 13F +10,557 shares

    2.87% of the 13F portfolio, value $3,374,646.

    13F-HR 0001596468-25-000007 filed by Entruity Wealth, LLC
    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 113,831 shares
    Change vs previous 13F -10,348 shares

    2.63% of the 13F portfolio, value $2,786,583.

    13F-HR 0001719303-25-000003 filed by Entruity Wealth, LLC
    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 124,179 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $3,063,497.

    13F-HR 0001085146-25-001256 filed by Entruity Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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