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Trinity Wealth Management, LLC: CGCP position timeline

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

Trinity Wealth Management, LLC held 87,946 CGCP shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,946 shares
    Change vs previous 13F +15,280 shares

    0.62% of the 13F portfolio, value $1,960,316.

    13F-HR 0001685364-26-000004 filed by Trinity 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 72,666 shares
    Change vs previous 13F +8,019 shares

    0.6% of the 13F portfolio, value $1,623,358.

    13F-HR 0001685364-26-000002 filed by Trinity 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 64,647 shares
    Change vs previous 13F +4,497 shares

    0.54% of the 13F portfolio, value $1,463,608.

    13F-HR 0001685364-26-000001 filed by Trinity 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 60,150 shares
    Change vs previous 13F +5,094 shares

    0.51% of the 13F portfolio, value $1,366,608.

    13F-HR 0001085146-25-005828 filed by Trinity 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 55,056 shares
    Change vs previous 13F +29,839 shares

    0.49% of the 13F portfolio, value $1,238,760.

    13F-HR 0001085146-25-003745 filed by Trinity 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 25,217 shares
    Change vs previous 13F +7,362 shares

    0.26% of the 13F portfolio, value $566,122.

    13F-HR 0001085146-25-002035 filed by Trinity 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 17,855 shares
    Change vs previous 13F +3,908 shares

    0.18% of the 13F portfolio, value $396,381.

    13F-HR 0001085146-25-000455 filed by Trinity 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 13,947 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $322,455.

    13F-HR 0001085146-24-004992 filed by Trinity Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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