CWM
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CCG Wealth Management’s HCI Group HCI Stock Holding History

CCG Wealth Management’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$237K Hold
1,531
– – 0.06% 120
2025
Q4 		$293K Hold
1,531
– – 0.13% 80
2025
Q3 		$294K Hold
1,531
– – 0.14% 69
2025
Q2 		$233K Sell
1,531
-118
-7% -$18.1K 0.12% 73
2025
Q1 		$246K Buy
+1,649
New +$209K 0.15% 66
2024
Q2 		– Sell
-2,460
Closed -$286K – 73
2024
Q1 		$286K Buy
+2,460
New +$242K 0.17% 54

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KCM
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VCM
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FGP
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VPM
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