CIC Wealth, LLC GOOGL — ALPHABET INC

Ownership history in CIC Wealth, LLC  ·  8 quarters on record

AI Ownership Summary

CIC Wealth, LLC reported ALPHABET INC (GOOGL) in 8 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 1.29% in 2024 Q2. The latest visible filing shows GOOGL at 1.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GOOGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CIC Wealth, LLC's position in ALPHABET INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

GOOGL was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.29% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GOOGL stock page CIC Wealth, LLC fund profile CIC Wealth, LLC full holdings
How CIC Wealth, LLC held GOOGL — position size vs. price
% of Fund (quarterly)    GOOGL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED — — — 25,343 -304 -1.2% 1.09% $4.2M 2024-11-14 (Est.) $174.57
2024 Q2 ADDED — — — 25,647 +331 +1.3% 1.29% $4.7M 2024-07-12 $183.76
2024 Q1 ADDED — — — 25,316 +675 +2.7% 1.11% $3.8M 2024-04-15 $153.59
2023 Q4 REDUCED — — — 24,641 -780 -3.1% 1.09% $3.4M 2024-01-12 $141.48
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GOOGL

As of 2026 Q1 — sorted by position size

Hingham Institution for Savings 30.35% Linden Rose Investment LLC 3Y 19.48% PROVIDENT TRUST CO 3Y 7Y 16.76% Draper Asset Management, LLC 3Y 16.38% Luma Capital S.A. - SPF 16.29% Lindsell Train Ltd 3Y 7Y 15.63% ASO GROUP Ltd 15.47% Neumann Advisory Hong Kong Ltd 3Y 7Y 14.56% JIA INVESTMENT ALLIANCE PTE. LTD. 3Y 13.51% Manitou Investment Management Ltd. 3Y 7Y 13.44%

FAQ About CIC Wealth, LLC and GOOGL

These are the practical questions this page is built to answer before you even open the full history table.

How long has CIC Wealth, LLC reported owning GOOGL?

CIC Wealth, LLC reported GOOGL across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported GOOGL position in CIC Wealth, LLC's portfolio?

The largest reported portfolio weight for GOOGL was 1.29% in 2024 Q2.

What is the latest reported GOOGL position on this page?

The most recent filing on this page is 2024 Q3, when CIC Wealth, LLC reported 25,343 shares, equal to 1.09% of portfolio, with an estimated market value of $4.2M.

What does the chart on this GOOGL ownership page compare?

The chart compares CIC Wealth, LLC's quarterly GOOGL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CIC Wealth, LLC time their GOOGL position?

Based on 13F filing dates vs. subsequent GOOGL price moves, CIC Wealth, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on GOOGL relative to SPY over the holding period was +12.9%.

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