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Disclosery

WJ Wealth Management, LLC: CGIE position timeline

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

WJ Wealth Management, LLC held 14,965 CGIE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,965 shares
    Change vs previous 13F -166,425 shares

    0.22% of the 13F portfolio, value $550,413.

    13F-HR 0001801674-26-000004 filed by WJ 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 181,390 shares
    Change vs previous 13F -141,186 shares

    2.87% of the 13F portfolio, value $6,134,597.

    13F-HR 0001801674-26-000002 filed by WJ 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 322,576 shares
    Change vs previous 13F +691 shares

    4.92% of the 13F portfolio, value $11,232,117.

    13F-HR 0001801674-26-000001 filed by WJ 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/A 321,885 shares
    Change vs previous 13F -23,741 shares

    4.84% of the 13F portfolio, value $11,005,248.

    13F-HR/A 0001085146-25-006013 filed by WJ 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 345,626 shares
    Change vs previous 13F +201,775 shares

    3.59% of the 13F portfolio, value $11,378,015.

    13F-HR 0001085146-25-004209 filed by WJ 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 143,851 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $4,217,715.

    13F-HR 0001085146-25-002322 filed by WJ Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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