Skip to content

Cerity Partners LLC: CGXU position timeline

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

Cerity Partners LLC held 5,087,343 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,087,343 shares
    Change vs previous 13F +52,778 shares

    0.21% of the 13F portfolio, value $176,124,043.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 5,034,565 shares
    Change vs previous 13F +900,605 shares

    0.21% of the 13F portfolio, value $148,469,599.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 4,133,960 shares
    Change vs previous 13F -39,567 shares

    0.18% of the 13F portfolio, value $122,158,516.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 4,173,527 shares
    Change vs previous 13F +594,999 shares

    0.2% of the 13F portfolio, value $123,619,866.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 3,578,528 shares
    Change vs previous 13F +45,159 shares

    0.17% of the 13F portfolio, value $97,085,455.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 3,533,369 shares
    Change vs previous 13F +105,539 shares

    0.18% of the 13F portfolio, value $86,496,862.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 3,427,830 shares
    Change vs previous 13F +61,391 shares

    0.18% of the 13F portfolio, value $84,583,749.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 3,366,439 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $90,792,859.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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