Optimize Financial Inc

SEC CIK: 0002033266
Latest filing: Aug 27, 2026

SEC filings (opens in a new tab)

CGEM holding history

Cullinan Therapeutics, Inc. in every 13F filed by Optimize Financial Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CGEM overview All 13F holders of CGEM Full Q2 2026 holdings

Shares (Q2 2026): 28,061
Value: $511.0K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2024

Holdings of CGEM by Optimize Financial Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	28,061	$511.0K	0.2%	−97−0.3%	Reduced	Holders
Q1 2026	28,158	$400.1K	0.2%	+28,158	New	Holders
Q1 2025	0	$0	0.0%	−11,755−100.0%	Sold out	Holders
Q4 2024	11,755	$143.2K	0.1%	–	No prior filing	Holders