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Arete Wealth Advisors’s Ceco Environmental CECO Stock Holding History

Arete Wealth Advisors’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20,345
Closed -$1.04M – 775
2025
Q3 		$1.04M Buy
+20,345
New +$861K 0.07% 268

Other funds holding CECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Arete Wealth Advisors's CECO Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Ceco Environmental (CECO) in Q4 2025, closing a stake of 20,345 shares — an estimated $1.04M sold.

Arete Wealth Advisors first reported a position in CECO in Q3 2025 and held it in 1 quarter. The position peaked at $1.04M in Q3 2025. 230 funds tracked by Wall St. Rank hold CECO as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Ceco Environmental position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 20,345 Ceco Environmental shares in Q4 2025, an estimated $1.04M.
  • Arete Wealth Advisors first reported a position in Ceco Environmental in Q3 2025 and held it in 1 quarter.
  • Arete Wealth Advisors's Ceco Environmental position peaked at $1.04M in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Ceco Environmental as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.