Processus Wealth & Capital Management, LLC
- SEC CIK
- 0002014209
- Latest filing
- Jul 15, 2026
C holding history
Citigroup Inc in every 13F filed by Processus Wealth & Capital Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
C overviewAll 13F holders of CFull Q2 2026 holdings
- Shares (Q2 2026)
- 34,711
- Value
- $4.86M
- % of portfolio
- 2.9%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 34,711 | $4.86M | 2.9% | −2,134−5.8% | Reduced | Holders |
| Q1 2026 | 36,845 | $4.18M | 2.8% | +106+0.3% | Added | Holders |
| Q4 2025 | 36,739 | $4.29M | 2.8% | +1,412+4.0% | Added | Holders |
| Q3 2025 | 35,327 | $3.59M | 2.6% | −568−1.6% | Reduced | Holders |
| Q2 2025 | 35,895 | $3.06M | 2.4% | +36+0.1% | Added | Holders |
| Q1 2025 | 35,859 | $2.55M | 2.2% | +484+1.4% | Added | Holders |
| Q4 2024 | 35,375 | $2.49M | 2.0% | −347−1.0% | Reduced | Holders |
| Q3 2024 | 35,722 | $2.24M | 1.8% | −2,232−5.9% | Reduced | Holders |
| Q2 2024 | 37,954 | $2.41M | 2.0% | +26+0.1% | Added | Holders |
| Q1 2024 | 37,928 | $2.40M | 2.1% | +6,641+21.2% | Added | Holders |
| Q4 2023 | 31,287 | $1.61M | 1.6% | – | No prior filing | Holders |