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CCG Wealth Management, LLCETFConcentrated trader

CIK: 0001771169 | SAN DIEGO, CA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR150$431.1M2026-08-07SEC ↗
Q1 2026
13F-HR136$368.9M2026-04-08SEC ↗
Q4 2025
13F-HR99$233.4M2026-01-21SEC ↗
Q3 2025
13F-HR85$212.1M2025-11-03SEC ↗
Q2 2025
13F-HR80$189.8M2025-07-25SEC ↗
Q1 2025
13F-HR75$167.2M2025-04-22SEC ↗
Q4 2024
13F-HR69$179.6M2025-01-24SEC ↗
Q3 2024
13F-HR72$178.7M2024-10-15SEC ↗
Q2 2024
13F-HR70$177.3M2024-07-31SEC ↗
Q1 2024
13F-HR72$166.0M2024-04-18SEC ↗
Q4 2023
13F-HR54$149.0M2024-01-30SEC ↗
Q3 2023
13F-HR62$152.8M2023-10-10SEC ↗
Q2 2023
13F-HR65$159.2M2023-07-14SEC ↗
Q1 2023
13F-HR63$151.2M2023-04-12SEC ↗
Q4 2022
13F-HR101$180.0M2023-01-19SEC ↗
Q3 2022
13F-HR95$17.1M2022-10-18SEC ↗
Q2 2022
13F-HR110$2.3M2022-07-15SEC ↗
Q1 2022
13F-HR123$1.7M2022-04-12SEC ↗
Q4 2021
13F-HR97$1.9M2022-01-20SEC ↗
Q3 2021
13F-HR107$1.7M2021-10-26SEC ↗
Q2 2021
13F-HR88$2.0M2021-07-16SEC ↗
Q1 2021
13F-HR78$1.7M2021-05-04SEC ↗
Q4 2020
13F-HR83$3.3M2021-02-04SEC ↗
Q3 2020
13F-HR59$6.2M2020-11-10SEC ↗
Q2 2020
13F-HR61$6.1M2020-08-04SEC ↗
Q1 2020
13F-HR62$5.8M2020-04-24SEC ↗
Q4 2019
13F-HR101$10.1M2020-01-30SEC ↗
Q3 2019
13F-HR84$9.3M2019-11-14SEC ↗
Q2 2019
13F-HR69$9.3M2019-08-06SEC ↗
Q1 2019
13F-HR64$8.7M2019-05-03SEC ↗
Q4 2018
13F-HR55$7.7M2019-05-03SEC ↗