MWM
CRGE

Maltin Wealth Management’s Charge Enterprises, Inc. Common Stock CRGE Stock Holding History

Maltin Wealth Management’s Portfolio CRGE Stock Details CRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-92,218
Closed -$10.5K – 127
2023
Q4 		$10.5K Hold
92,218
– – 0.01% 116
2023
Q3 		$45.9K Hold
92,218
– – 0.03% 108
2023
Q2 		$90.4K Hold
92,218
– – 0.06% 104
2023
Q1 		$101K Buy
92,218
+16,000
+21% +$20.2K 0.07% 101
2022
Q4 		$94.5K Sell
76,218
-16,000
-17% -$31.2K 0.07% 102
2022
Q3 		$162K Buy
92,218
+10,000
+12% +$28.5K 0.13% 102
2022
Q2 		$392K Buy
+82,218
New +$424K 0.28% 87

Other funds holding CRGE

AI
Arena Investors Purchase, New York $12.5M AUM 0.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 1-Year Est. Return
WWS
Wellington Wealth Strategies Indianapolis, Indiana $110M AUM 17.07% 1-Year Est. Return
WRM
Weybosset Research & Management Province, Rhode Island $347M AUM 29.87% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return

Maltin Wealth Management's CRGE Position: Q1 2024 in Review

Maltin Wealth Management sold out of Charge Enterprises, Inc. Common Stock (CRGE) in Q1 2024, closing a stake of 92,218 shares — an estimated $10.5K sold.

Maltin Wealth Management first reported a position in CRGE in Q2 2022 and held it in 7 quarters. The position peaked at $392K in Q2 2022. 9 funds tracked by Wall St. Rank hold CRGE as of Q1 2024.

  • Maltin Wealth Management reported no remaining Charge Enterprises, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Maltin Wealth Management sold 92,218 Charge Enterprises, Inc. Common Stock shares in Q1 2024, an estimated $10.5K.
  • Maltin Wealth Management first reported a position in Charge Enterprises, Inc. Common Stock in Q2 2022 and held it in 7 quarters.
  • Maltin Wealth Management's Charge Enterprises, Inc. Common Stock position peaked at $392K in Q2 2022.
  • 9 funds tracked by Wall St. Rank held Charge Enterprises, Inc. Common Stock as of Q1 2024.

Based on Maltin Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.