WealthCare Investment Partners, LLC CGGR holdings history
CAP GROUP GROWTH EQUITY · CUSIP 14020G101 · CIK 1908462
As of 2026-06-30, WealthCare Investment Partners, LLC reported 297.84K CGGR (shares), valued at $14.06M, or 3.41% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares increased 1.94%; reported value increased 17.56%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.41% | 297,842 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 3.32% | 292,161 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | 3.80% | 292,764 | SEC filing ↗Filed Jan 6, 2026 |
| Q3 2025 | 3.97% | 276,853 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 4.03% | 274,830 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 3.90% | 290,497 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 0.50% | 30,521 | SEC filing ↗Filed Feb 3, 2025 |
| Q3 2024 | 0.46% | 30,467 | SEC filing ↗Filed Oct 8, 2024 |
| Q2 2024 | 0.46% | 30,415 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 0.46% | 30,043 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 0.44% | 28,909 | SEC filing ↗Filed Jan 18, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.44% | 28,909 | $811.18K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 0.46% | 30,043 | $961.07K | Shares increased 3.92%; reported value increased 18.48%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 0.46% | 30,415 | $1.00M | Shares increased 1.24%; reported value increased 4.09%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 0.46% | 30,467 | $1.05M | Shares increased 0.17%; reported value increased 5.44%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 8, 2024 |
| Q4 2024 | 0.50% | 30,521 | $1.14M | Shares increased 0.18%; reported value increased 7.67%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | 3.90% | 290,497 | $9.20M | Shares increased 851.79%; reported value increased 710.09%, and weight changed +3.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 4.03% | 274,830 | $11.22M | Shares decreased 5.39%; reported value increased 21.97%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 3.97% | 276,853 | $12.23M | Shares increased 0.74%; reported value increased 8.95%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 3.80% | 292,764 | $13.04M | Shares increased 5.75%; reported value increased 6.68%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 6, 2026 |
| Q1 2026 | 3.32% | 292,161 | $11.96M | Shares decreased 0.21%; reported value decreased 8.32%, and weight changed -0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2026 |
| Q2 2026 | 3.41% | 297,842 | $14.06M | Shares increased 1.94%; reported value increased 17.56%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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