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Mike Greim

@Cgn Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$1.029BTotal holdings285
Assets growth rate3.49%Assets growth rate (2-Q avg)9.61%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cgn Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 285 positions.

Assets under management

The assets under management (AUM) of Cgn Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.029B in assets, with a quarterly growth rate of 3.49% and a 2-quarter average growth rate of 9.61%. The portfolio is managed by Mike Greim, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NEENextera Energy Inc
Recent Activity
New Position
0.03%
$244,248
3,407 shares@ $71.7 avg price
LODEComstock Inc
Recent Activity
New Position
0.01%
$30,926
38,628 shares@ $0.81 avg price
TNXPTonix Pharmaceuticals Hldg C
Recent Activity
New Position
0.01%
$10,234
31,032 shares@ $0.33 avg price
XTIAXti Aerospace Inc
Recent Activity
New Position
0.01%
$4,138
96,232 shares@ $0.05 avg price