your badges 52W Range $11–$14 57% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

CGO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $12.69
52W Range $11–$14

CGO Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$1.08Paid monthly
5Y Div CAGR≈-4.4%Per share, split-adjusted
Ex-dateAmountCurrencyYield
Sep 14, 2026$0.09USD≈7.7%
Aug 14, 2026$0.09USD≈7.3%
Jul 14, 2026$0.09USD≈7.3%
Jun 12, 2026$0.08USD≈7.2%
May 14, 2026$0.08USD≈7.0%
Apr 14, 2026$0.08USD≈7.7%
Mar 13, 2026$0.08USD≈8.4%
Feb 13, 2026$0.08USD≈7.8%
Dec 30, 2025$0.08USD≈8.4%
Dec 12, 2025$0.08USD≈8.4%
Nov 14, 2025$0.08USD≈8.3%
Oct 15, 2025$0.08USD≈8.0%
Sep 15, 2025$0.08USD≈7.9%
Aug 14, 2025$0.08USD≈8.2%
Jul 14, 2025$0.08USD≈8.3%
Jun 12, 2025$0.08USD≈8.4%
May 13, 2025$0.08USD≈8.8%
Apr 11, 2025$0.08USD≈9.8%
Mar 13, 2025$0.08USD≈9.2%
Feb 13, 2025$0.08USD≈8.3%

Institutional owners (13F) 49 filers · $31.1M total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 49
Value held $31.1M
New positions 8
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
8 (0 vs prior Q) 2 (-1 vs prior Q) 13 (-3 vs prior Q) 14 (+4 vs prior Q) -37K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $6,347,898 464,707 20.40% Shares
LPL Financial LLC $2,899,177 212,238 9.32% Shares
Shaker Financial Services, LLC $2,419,268 177,106 7.77% Shares
PRINCIPAL SECURITIES, INC. $2,413,381 176,675 7.75% Shares
ENVESTNET ASSET MANAGEMENT INC $2,267,916 166,026 7.29% Shares
Integrated Wealth Concepts LLC $2,166,271 158,585 6.96% Shares
Prairie Wealth Advisors, Inc. $1,307,604 0 4.20% Shares
GUGGENHEIM CAPITAL LLC $1,267,976 92,824 4.07% Shares
Advisors Asset Management, Inc. $1,222,523 107,333 3.93% Shares
UBS Group AG $991,661 72,596 3.19% Shares
WOLVERINE ASSET MANAGEMENT LLC $834,216 61,070 2.68% Shares
Brookstone Capital Management $716,944 52,485 2.30% Shares
HARBOUR INVESTMENTS, INC. $655,953 48,020 2.11% Shares
PMG Family Office LLC $638,742 46,760 2.05% Shares
Invesco Ltd. $598,431 43,809 1.92% Shares
BANK OF AMERICA CORP /DE/ $598,008 43,778 1.92% Shares
ROYAL BANK OF CANADA $321,000 23,508 1.03% Shares
OSAIC HOLDINGS, INC. $319,594 23,395 1.03% Shares
STIFEL FINANCIAL CORP $313,404 22,944 1.01% Shares
Gilliland Jeter Wealth Management LLC $281,068 20,576 0.90% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $278,924 20,419 0.90% Shares
Kestra Advisory Services, LLC $230,180 16,851 0.74% Shares
Logan Stone Capital, LLC $216,388 15,841 0.70% Shares
Retirement Planning Group, LLC $214,189 15,680 0.69% Shares
CITADEL ADVISORS LLC $189,901 13,902 0.61% Shares
Steward Partners Investment Advisory, LLC $155,980 11,419 0.50% Shares
WELLS FARGO & COMPANY/MN $154,754 11,329 0.50% Shares
NewEdge Advisors, LLC $148,894 10,900 0.48% Shares
CAPTRUST FINANCIAL ADVISORS $147,816 10,821 0.47% Shares
XTX Topco Ltd $139,264 10,195 0.45% Shares
Capital Market Strategies LLC $130,777 11,168 0.42% Shares
Farther Finance Advisors, LLC $79,055 5,787 0.25% Shares
FIFTH THIRD BANCORP $77,083 5,643 0.25% Shares
COMERICA BANK $64,274 5,643 0.21% Shares
LANARK FINANCIAL, INC. $61,797 4,524 0.20% Shares
CoreCap Advisors, LLC $58,397 4,275 0.19% Shares
Continuum Advisory, LLC $56,552 4,140 0.18% Shares
Allworth Financial LP $34,150 2,500 0.11% Shares
CWM, LLC $31,387 2,815 0.10% Shares
Colonial Trust Co / SC $27,396 2,046 0.09% Shares
Institute for Wealth Management, LLC. $19,767 1,447 0.06% Shares
ORG Partners LLC $17,085 1,500 0.05% Shares
PNC Financial Services Group, Inc. $3,825 280 0.01% Shares
AMERIFLEX GROUP, INC. $2,732 200 0.01% Shares
COHEN & STEERS, INC. $778 56,975 0.00% Shares
Golden State Wealth Management, LLC $773 56 0.00% Shares
HRT FINANCIAL LP $181 13,312 0.00% Shares
Cambridge Investment Research Advisors, Inc. $168 12,270 0.00% Shares
HUNTINGTON NATIONAL BANK $14 1 0.00% Shares

Activists & 5%+ owners 1 position

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Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Undisclosed reporting person, Undisclosed reporting person Sept. 15, 2017 · Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 6 insiders · 0 officers · 3 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
David D Tripple Director Dec. 19, 2019 S 0 0 0 $0
Theresa Hamacher Director March 1, 2016 P 1,000 0 0 $0
Stephen B Timbers Director Oct. 11, 2006 P 6,500 0 0 $0
John E Neal · Nov. 1, 2023 S 0 0 0 $0
Mark Mickey · Jan. 2, 2018 S 0 0 0 $0
CALAMOS JOHN P SR · Aug. 16, 2007 P 109,300 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 1 ETF

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Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
ISCF · iShares Trust 0.07% 11,676 SH Sept. 11, 2026 Daily

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