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WealthTrak Capital Management LLC: CGGR position timeline

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

WealthTrak Capital Management LLC held 16,583 CGGR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,583 shares
    Change vs previous 13F -12,499 shares

    0.51% of the 13F portfolio, value $782,718.

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital 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 29,082 shares
    Change vs previous 13F -427 shares

    0.83% of the 13F portfolio, value $1,168,806.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital 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 29,509 shares
    Change vs previous 13F +5,020 shares

    0.94% of the 13F portfolio, value $1,312,265.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital 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 24,489 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,075,557.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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