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Kingsview Wealth Management, LLC: CGIE position timeline

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

Kingsview Wealth Management, LLC held 92,131 CGIE shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,131 shares
    Change vs previous 13F -27,519 shares

    0.04% of the 13F portfolio, value $3,388,594.

    13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, 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 119,650 shares
    Change vs previous 13F +4,514 shares

    0.06% of the 13F portfolio, value $4,046,578.

    13F-HR 0001791965-26-000003 filed by Kingsview Wealth Management, 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 115,136 shares
    Change vs previous 13F +1,426 shares

    0.06% of the 13F portfolio, value $4,009,050.

    13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, 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 113,710 shares
    Change vs previous 13F +16,971 shares

    0.06% of the 13F portfolio, value $3,834,292.

    13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, 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 96,739 shares
    Change vs previous 13F +54,697 shares

    0.05% of the 13F portfolio, value $3,184,648.

    13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, 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 42,042 shares
    Change vs previous 13F +17,325 shares

    0.02% of the 13F portfolio, value $1,232,671.

    13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, 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 24,717 shares
    Change vs previous 13F -3,535 shares

    0.01% of the 13F portfolio, value $679,965.

    13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, LLC
    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 28,252 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $857,731.

    13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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