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Wealthcare Advisory Partners LLC: CGXU position timeline

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

Wealthcare Advisory Partners LLC held 596,770 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 596,770 shares
    Change vs previous 13F -86,481 shares

    0.37% of the 13F portfolio, value $20,660,165.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 565,209 shares
    • Wealthcare Capital Partners, LLC: 31,561 shares

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

  2. period ended2026-03-31
    13F 683,251 shares
    Change vs previous 13F +35,216 shares

    0.38% of the 13F portfolio, value $20,149,065.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 652,930 shares
    • Wealthcare Capital Partners, LLC: 30,321 shares

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

  3. period ended2025-12-31
    13F 648,035 shares
    Change vs previous 13F +121,680 shares

    0.36% of the 13F portfolio, value $19,149,437.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 617,695 shares
    • Wealthcare Capital Partners, LLC: 30,340 shares

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

  4. period ended2025-09-30
    13F 526,355 shares
    Change vs previous 13F +114,840 shares

    0.31% of the 13F portfolio, value $15,590,640.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 496,717 shares
    • Wealthcare Capital Partners, LLC: 29,638 shares

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

  5. period ended2025-06-30
    13F 411,515 shares
    Change vs previous 13F +147,927 shares

    0.24% of the 13F portfolio, value $11,164,391.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 387,422 shares
    • Wealthcare Capital Partners, LLC: 24,093 shares

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

  6. period ended2025-03-31
    13F 263,588 shares
    Change vs previous 13F +28,704 shares

    0.16% of the 13F portfolio, value $6,452,627.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 244,193 shares
    • Wealthcare Capital Partners, LLC: 19,395 shares

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

  7. period ended2024-12-31
    13F 234,884 shares
    Change vs previous 13F +35,105 shares

    0.15% of the 13F portfolio, value $5,794,581.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 219,009 shares
    • Wealthcare Capital Partners, LLC: 15,875 shares

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

  8. period ended2024-09-30
    13F 199,779 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,388,033.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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