Signals

← Signals

☆CGGE

178 in-universe funds with a nonzero position in CGGE within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22921
Score / z-0.295 / -0.29
Consensus78.00 over 142 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 429.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Capital International Investors CIK 0001562230 0.968 446 244.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 211.0 3.6% 4 +0.8 pp +1.3 pp +2.9 pp +3.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 144.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 120.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 100.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 83.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 48.1 1.5% 4 +0.1 pp +0.2 pp +0.6 pp +1.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 48.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 43.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 39.6 0.4% 4 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 37.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 36.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 29.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 27.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 23.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆James Reed Financial Services, Inc. CIK 0001911052 0.859 19 17.9 15.5% 4 +0.3 pp +5.2 pp +5.0 pp +15.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 16.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 11.6 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 11.1 2.4% 2 +2.3 pp +2.4 pp +2.4 pp +2.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 10.9 0.4% 4 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 10.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 10.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 9.9 0.6% 4 -0.0 pp +0.2 pp +0.2 pp +0.6 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 9.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 9.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 7.5 0.8% 5 +0.0 pp +0.1 pp +0.3 pp +0.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.1 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 6.7 0.5% 1 +0.5 pp -0.8 pp -0.3 pp +0.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 6.0 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 5.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 4.1 1.0% 4 +0.1 pp +0.2 pp +0.5 pp +1.0 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 4.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 3.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 3.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆AMG Asset Management Group, Inc. CIK 0002113282 0.310 92 3.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 3.4 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.9 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 2.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 2.8 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 2.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 2.0 0.9% 4 +0.1 pp +0.2 pp +0.3 pp +0.9 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 1.7 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 1.7 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 1.4 0.7% 3 +0.3 pp +0.3 pp +0.7 pp +0.7 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 1.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 1.2 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 0.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.7 0.2% 4 +0.0 pp -0.0 pp -5.8 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.4 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 0.3 0.2% 3 -0.3 pp -0.3 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.2 0.1% 4 -0.1 pp -0.5 pp -0.0 pp +0.1 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wellington Grp LLC CIK 0002134013 0.401 144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.3 pp -0.2 pp -0.1 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CGGE). Qtrs Held counts distinct quarters this fund has actually held CGGE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGGE position size. Δ columns are the percentage-point change in CGGE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status