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Signature Wealth Management Group: CGXU position timeline

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

Signature Wealth Management Group held 46,263 CGXU shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 46,263 shares
    Change vs previous 13F +205 shares

    0.52% of the 13F portfolio, value $1,364,306.

    13F-HR 0001736666-26-000002 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 46,058 shares
    Change vs previous 13F -339 shares

    0.55% of the 13F portfolio, value $1,361,024.

    13F-HR 0001736666-26-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 46,397 shares
    Change vs previous 13F +396 shares

    0.53% of the 13F portfolio, value $1,374,265.

    13F-HR 0001736666-25-000006 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 46,001 shares
    Change vs previous 13F +519 shares

    0.49% of the 13F portfolio, value $1,248,007.

    13F-HR 0001736666-25-000005 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 45,482 shares
    Change vs previous 13F +410 shares

    0.43% of the 13F portfolio, value $1,113,400.

    13F-HR 0001736666-25-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 45,072 shares
    Change vs previous 13F +870 shares

    0.45% of the 13F portfolio, value $1,111,926.

    13F-HR 0001736666-25-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 44,202 shares
    Change vs previous 13F -3,957 shares

    0.48% of the 13F portfolio, value $1,192,126.

    13F-HR 0001736666-24-000004 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 48,159 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,238,661.

    13F-HR 0001736666-24-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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