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Greykasell Wealth Strategies, Inc.: CGIE position timeline

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

Greykasell Wealth Strategies, Inc. held 135,930 CGIE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,930 shares
    Change vs previous 13F +7,467 shares

    1.81% of the 13F portfolio, value $4,999,522.

    13F-HR 0002041220-26-000003 filed by Greykasell Wealth Strategies, 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 128,463 shares
    Change vs previous 13F +23,787 shares

    1.75% of the 13F portfolio, value $4,344,603.

    13F-HR 0002041220-26-000002 filed by Greykasell Wealth Strategies, 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 104,676 shares
    Change vs previous 13F +92,591 shares

    1.44% of the 13F portfolio, value $3,644,815.

    13F-HR 0002041220-26-000001 filed by Greykasell Wealth Strategies, 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 12,085 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $407,513.

    13F-HR 0002041220-25-000003 filed by Greykasell Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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