Trinity Wealth Management, LLC: CGGO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trinity Wealth Management, LLC on CGGO, newest first. How the timeline and the estimate are built.
Trinity Wealth Management, LLC held 9,360 CGGO shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 9,360 sharesChange vs previous 13F +328 shares
0.13% of the 13F portfolio, value $396,209.
13F-HR 0001685364-26-000004 filed by Trinity Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,032 sharesChange vs previous 13F +1,712 shares
0.11% of the 13F portfolio, value $301,398.
13F-HR 0001685364-26-000002 filed by Trinity Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,320 sharesChange vs previous 13F +149 shares
0.09% of the 13F portfolio, value $253,638.
13F-HR 0001685364-26-000001 filed by Trinity Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,171 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $245,033.
13F-HR 0001085146-25-005828 filed by Trinity Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).