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Baker Tilly Wealth Management’s Alger Concentrated Equity ETF CNEQ Stock Holding History

Baker Tilly Wealth Management’s Portfolio CNEQ Stock Details CNEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$508K Buy
+12,500
New +$496K 0.1% 167

Other funds holding CNEQ

CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Baker Tilly Wealth Management's CNEQ Position: Q3 2026 in Review

Baker Tilly Wealth Management opened a new position in Alger Concentrated Equity ETF (CNEQ) in Q3 2026: 12,500 shares worth $508K. The stake represents 0.1% of the portfolio and ranks #167 among its holdings.

7 funds tracked by Wall St. Rank hold CNEQ as of Q3 2026.

  • Baker Tilly Wealth Management held 12,500 shares of Alger Concentrated Equity ETF worth $508K as of Q3 2026.
  • Alger Concentrated Equity ETF was a new Baker Tilly Wealth Management position in Q3 2026.
  • Alger Concentrated Equity ETF made up 0.1% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #167 holding.
  • 7 funds tracked by Wall St. Rank held Alger Concentrated Equity ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.