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VestGen Investment Management: CGMU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VestGen Investment Management on CGMU, newest first. How the timeline and the estimate are built.

VestGen Investment Management held 30,652 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,652 shares
    Change vs previous 13F -466 shares

    0.45% of the 13F portfolio, value $842,010.

    13F-HR 0001511739-26-000003 filed by VestGen Investment 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 31,118 shares
    Change vs previous 13F -968 shares

    0.47% of the 13F portfolio, value $844,854.

    13F-HR 0001511739-26-000002 filed by VestGen Investment 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 32,086 shares
    Change vs previous 13F +954 shares

    0.49% of the 13F portfolio, value $878,515.

    13F-HR 0001511739-26-000001 filed by VestGen Investment 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 31,132 shares
    Change vs previous 13F +3,901 shares

    0.51% of the 13F portfolio, value $849,592.

    13F-HR 0001511739-25-000007 filed by VestGen Investment 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 27,231 shares
    Change vs previous 13F +7,621 shares

    0.52% of the 13F portfolio, value $726,795.

    13F-HR 0001511739-25-000005 filed by VestGen Investment 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 19,610 shares
    Change vs previous 13F +577 shares

    0.4% of the 13F portfolio, value $525,940.

    13F-HR 0001511739-25-000004 filed by VestGen Investment 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 19,033 shares
    Change vs previous 13F +6,070 shares

    0.14% of the 13F portfolio, value $512,368.

    13F-HR 0001511739-25-000001 filed by VestGen Investment 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 12,963 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $355,964.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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