CGRO — COREVALUE ALPHA GR CHINA GRW
As of Q2 2026, 1 SEC-registered investment managers reported holding CGRO (COREVALUE ALPHA GR CHINA GRW) in their latest 13F filings, with a combined reported value of $3.89K across 190 shares. That is +26.7% by share count (+40 shares) versus the previous quarter, while reported value moved +10.2%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 190 | $3.89K | 0.00% | Add |
Q1 2026 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 150 | $3.53K | 0.00% | New |
Q4 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 1.35K | $36.42K | 0.00% | New |
Q3 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 97 | $3.07K | 0.00% | Add |
Q2 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 93 | $2.46K | 0.00% | Reduce |
Q1 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 1.08K | $29.22K | 0.00% | Add |
| JPMorgan Chase & Co history | 400 | $10.83K | 0.00% | New |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 4 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 190 | 150 | — | 97 | 93 | 1.08K | 504 | — | — | — | — |
| Bank of America Corp | — | — | 1.35K | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | — | — | — | — | — | — | 48.47K | 48.49K | 48.49K | 48.59K |
| JPMorgan Chase & Co | — | — | — | — | — | 400 | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details