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GENESIS PRIVATE WEALTH, LLC: CGGR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GENESIS PRIVATE WEALTH, LLC on CGGR, newest first. How the timeline and the estimate are built.

GENESIS PRIVATE WEALTH, LLC held 243,198 CGGR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 243,198 shares
    Change vs previous 13F +15,385 shares

    3.23% of the 13F portfolio, value $11,478,937.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE 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 227,813 shares
    Change vs previous 13F +581 shares

    2.88% of the 13F portfolio, value $9,155,797.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE 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 227,232 shares
    Change vs previous 13F +16,050 shares

    3.14% of the 13F portfolio, value $10,104,999.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE 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 211,182 shares
    Change vs previous 13F +2,383 shares

    3.9% of the 13F portfolio, value $9,275,125.

    13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE 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 208,799 shares
    Change vs previous 13F +5,310 shares

    4% of the 13F portfolio, value $8,487,690.

    13F-HR 0001725547-25-003451 filed by GENESIS PRIVATE 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 203,489 shares
    Change vs previous 13F +10,068 shares

    3.7% of the 13F portfolio, value $6,969,507.

    13F-HR 0001725547-25-001448 filed by GENESIS PRIVATE 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 193,421 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $7,189,468.

    13F-HR 0001725547-25-000136 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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