Long-term investor
Cogentblue Wealth Advisors, LLC @cogentbluewealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002054047).
Record
- Tracked since 2025-06-30 (471 days), 166 trades recorded
- Returns: week n/a · month n/a · 90 days -2.1% · 6 months +5.7% · 1 year +6.8% · all +6.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 025072802 · 12.9% · long · since 2025-09-30
- 464287150 · 9.8% · long · since 2025-09-30
- 92206C706 · 9.6% · long · since 2025-09-30
- 46435G326 · 6.5% · long · since 2025-09-30
- 02072L532 · 5.5% · long · since 2025-09-30
- 25434V609 · 5.2% · long · since 2025-09-30
- 25434V732 · 5.1% · long · since 2025-09-30
- 25434V864 · 4.7% · long · since 2025-09-30
- 922908769 · 4.5% · long · since 2025-09-30
- 922020805 · 3.6% · long · since 2025-09-30
- 921943858 · 3.6% · long · since 2025-09-30
- 464288877 · 2.3% · long · since 2025-09-30