Cgc Financial Services, Llc Q2 2026 Portfolio Activity: Major Shifts in ETF Holdings

Cgc Financial Services, Llc significantly increased its position in JAAA while exiting HELO this quarter. New additions include VSGX and VUG.

By Insiderset.Jul 14, 2026, 10:39 AM
SCHD
FENI
JAAA
IVW
JBND
HELO
Cgc Financial Services, Llc
Cgc Financial Services, Llc Q2 2026 Portfolio Activity: Major Shifts in ETF Holdings
Cgc Financial Services, Llc significantly increased its position in JAAA while exiting HELO this quarter. New additions include VSGX and VUG.
Cgc Financial Services, Llc Q2 2026 Portfolio Activity: Major Shifts in ETF Holdings | InsiderSet