WIM
CGRN

WealthPlan Investment Management’s Capstone Green Energy Corporation Common Stock CGRN Stock Holding History

WealthPlan Investment Management’s Portfolio CGRN Stock Details CGRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5
Closed -$6 – 376
2023
Q2 		$6 Hold
5
– – ﹤0.01% 371
2023
Q1 		$7 Buy
+5
New +$9 ﹤0.01% 442

Other funds holding CGRN

ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

WealthPlan Investment Management's CGRN Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Capstone Green Energy Corporation Common Stock (CGRN) in Q3 2023, closing a stake of 5 shares — an estimated $6 sold.

WealthPlan Investment Management first reported a position in CGRN in Q1 2023 and held it in 2 quarters. The position peaked at $7 in Q1 2023. 28 funds tracked by Wall St. Rank hold CGRN as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Capstone Green Energy Corporation Common Stock position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 5 Capstone Green Energy Corporation Common Stock shares in Q3 2023, an estimated $6.
  • WealthPlan Investment Management first reported a position in Capstone Green Energy Corporation Common Stock in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Capstone Green Energy Corporation Common Stock position peaked at $7 in Q1 2023.
  • 28 funds tracked by Wall St. Rank held Capstone Green Energy Corporation Common Stock as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.