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Trinity Wealth Management, LLC: CGGR position timeline

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

Trinity Wealth Management, LLC held 54,620 CGGR 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 54,620 shares
    Change vs previous 13F +1,378 shares

    0.82% of the 13F portfolio, value $2,578,064.

    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 53,242 shares
    Change vs previous 13F +7,892 shares

    0.79% of the 13F portfolio, value $2,139,796.

    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 45,350 shares
    Change vs previous 13F +1,470 shares

    0.74% of the 13F portfolio, value $2,016,715.

    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 43,880 shares
    Change vs previous 13F +4,845 shares

    0.72% of the 13F portfolio, value $1,927,210.

    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 39,035 shares
    Change vs previous 13F +21,397 shares

    0.63% of the 13F portfolio, value $1,586,773.

    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 17,638 shares
    Change vs previous 13F +4,995 shares

    0.28% of the 13F portfolio, value $604,102.

    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 12,643 shares
    Change vs previous 13F +4,580 shares

    0.21% of the 13F portfolio, value $469,940.

    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 8,063 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $280,512.

    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).