Skip to content
Disclosery

James T. Borello RIA: CGXU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of James T. Borello RIA on CGXU, newest first. How the timeline and the estimate are built.

James T. Borello RIA held 721,014 CGXU shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 721,014 shares
    Change vs previous 13F +38,424 shares

    5.13% of the 13F portfolio, value $24,723,568.

    13F-HR 0002157919-26-000001 filed by James T. Borello RIA
    Accepted , ingested

  2. period ended2026-06-30
    13F 682,590 shares
    Change vs previous 13F +74,047 shares

    5.1% of the 13F portfolio, value $23,631,272.

    13F-HR 0002157919-26-000015 filed by James T. Borello RIA
    Accepted , ingested

  3. period ended2026-03-31
    13F 608,543 shares
    Change vs previous 13F +48,942 shares

    4.54% of the 13F portfolio, value $17,945,938.

    13F-HR 0002157919-26-000014 filed by James T. Borello RIA
    Accepted , ingested

  4. period ended2025-12-31
    13F 559,601 shares
    Change vs previous 13F +61,629 shares

    4.26% of the 13F portfolio, value $16,536,215.

    13F-HR 0002157919-26-000013 filed by James T. Borello RIA
    Accepted , ingested

  5. period ended2025-09-30
    13F 497,972 shares
    Change vs previous 13F +31,348 shares

    3.99% of the 13F portfolio, value $14,749,921.

    13F-HR 0002157919-26-000012 filed by James T. Borello RIA
    Accepted , ingested

  6. period ended2025-06-30
    13F 466,624 shares
    Change vs previous 13F +37,463 shares

    3.69% of the 13F portfolio, value $12,659,506.

    13F-HR 0002157919-26-000011 filed by James T. Borello RIA
    Accepted , ingested

  7. period ended2025-03-31
    13F 429,161 shares
    Change vs previous 13F +119,784 shares

    3.37% of the 13F portfolio, value $10,505,858.

    13F-HR 0002157919-26-000010 filed by James T. Borello RIA
    Accepted , ingested

  8. period ended2024-12-31
    13F 309,377 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $7,632,327.

    13F-HR 0002157919-26-000009 filed by James T. Borello RIA
    Accepted , ingested