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Troutman Wealth Management, LLC: CGXU position timeline

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

Troutman Wealth Management, LLC held 306,598 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 306,598 shares
    Change vs previous 13F -1,358 shares

    8.17% of the 13F portfolio, value $10,614,438.

    13F-HR 0002110807-26-000003 filed by Troutman 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 307,956 shares
    Change vs previous 13F -5,771 shares

    7.57% of the 13F portfolio, value $9,081,626.

    13F-HR 0002110807-26-000002 filed by Troutman 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 313,727 shares
    Change vs previous 13F not available

    7.66% of the 13F portfolio, value $9,270,637.

    13F-HR 0002110807-26-000001 filed by Troutman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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