Holdings
CFG Wealth Management Services, Inc.
As of Jun 30, 2026, CFG Wealth Management Services, Inc. reported 5 positions worth US$1.29M. Largest: Transmedics Group, Inc., Harrow, Inc. and Kura Sushi Usa, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Transmedics Group, Inc. | 4,689 | US$466K | no change | Jun 30, 2026 |
| Harrow, Inc. | 11,868 | US$418K | no change | Jun 30, 2026 |
| Kura Sushi Usa, Inc. | 3,000 | US$209K | no change | Jun 30, 2026 |
| Allogene Therapeutics, Inc. | 40,000 | US$122K | no change | Jun 30, 2026 |
| Sable Offshore Corp. | 12,600 | US$75,992 | no change | Jun 30, 2026 |