| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $28.4M | 1.82M | Reduced | Q1 2026 |
| 2 | WADDELL & ASSOCIATES, LLC | $6.2M | 399.5K | Reduced | Q1 2026 |
| 3 | CITADEL ADVISORS LLC | $427K | 29.1K | New | Q3 2025 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 2 funds | $809.8M |
| VANGUARD INTL EQUITY INDEX FVWO | 2 funds | $693.3M |
| AMAZON COM INCAMZN | 2 funds | $565.5M |
| ALPHABET INCGOOGL | 2 funds | $554.3M |
| FEDEX CORPFDX | 2 funds | $538.1M |
| BERKSHIRE HATHAWAY INC DELBRK/B | 2 funds | $472.6M |
| ISHARES TRUSMV | 2 funds | $407.5M |
| VANGUARD INDEX FDSVOO | 2 funds | $352.2M |
| JOHNSON & JOHNSONJNJ | 2 funds | $343.3M |
| JPMORGAN CHASE & CO.JPM | 2 funds | $332.9M |
| VANGUARD INDEX FDSVTV | 2 funds | $288.9M |
| SCHWAB STRATEGIC TRSCHX | 2 funds | $285.1M |
Ranked by how many of CGV's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CGV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.