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Triangle Securities Wealth Management: CGXU position timeline

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

Triangle Securities Wealth Management held 203,073 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 203,073 shares
    Change vs previous 13F +7,749 shares

    1.4% of the 13F portfolio, value $7,030,392.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 195,324 shares
    Change vs previous 13F +2,406 shares

    1.31% of the 13F portfolio, value $5,760,105.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    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 192,918 shares
    Change vs previous 13F +22 shares

    1.2% of the 13F portfolio, value $5,700,725.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    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 192,896 shares
    Change vs previous 13F -1,955 shares

    1.29% of the 13F portfolio, value $5,713,590.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    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 194,851 shares
    Change vs previous 13F -8,171 shares

    1.3% of the 13F portfolio, value $5,286,298.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    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 203,022 shares
    Change vs previous 13F +170,580 shares

    1.28% of the 13F portfolio, value $4,969,980.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    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 32,442 shares
    Change vs previous 13F +6,054 shares

    0.21% of the 13F portfolio, value $800,338.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    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 26,388 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $711,686.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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