CGBL
Congressional Trades
No congressional trades in CGBL on record.
Whale Activity
- Increased0
- New0
- Held0
- Decreased0
- Closed0
- No prior filing2
| Filer | Shares | Value | Change |
|---|---|---|---|
| PRIVATE CLIENT SERVICES, LLC | 108.6K | $4.0M | — |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 36.7K | $1.4M | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
No insider transactions on record.
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Mindful Conservative ETF Collaborative Investment Series Trust | 7,497 | $285K | 4.23% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list CGBL's shares (CUSIP 14021D107), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming CGBL as the client.
Government Contracts
No federal contract awards found for CGBL.
U.S. Patents
No USPTO patent applications found for CGBL.
Annual Financials
No annual XBRL figures on record for CGBL. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in CGBL's price history.
Material Events (8-K)
No 8-K filings on record.
About CGBL
No company profile on record.
