Centric Wealth Management’s Deere & Co DE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$541K Buy
+782
New +$497K 0.08% 132
2024
Q1
– Sell
-7,687
Closed -$2.97M – 163
2023
Q4
$2.97M Buy
7,687
+691
+10% +$261K 0.98% 27
2023
Q3
$2.64M Buy
+6,996
New +$2.89M 1.1% 23

Other funds holding DE

Centric Wealth Management's DE Position: Q3 2026 in Review

Centric Wealth Management opened a new position in Deere & Co (DE) in Q3 2026: 782 shares worth $541K. The stake represents 0.08% of the portfolio and ranks #132 among its holdings. This is a return to the name: Centric Wealth Management previously reported a position in DE as recently as Q4 2023.

Centric Wealth Management first reported a position in DE in Q3 2023 and has held it in 3 quarters since. The position peaked at $2.97M in Q4 2023. 2,449 funds tracked by Wall St. Rank hold DE as of Q3 2026.

  • Centric Wealth Management held 782 shares of Deere & Co worth $541K as of Q3 2026.
  • Deere & Co was a new Centric Wealth Management position in Q3 2026.
  • Deere & Co made up 0.08% of Centric Wealth Management's portfolio in Q3 2026, its #132 holding.
  • Centric Wealth Management first reported a position in Deere & Co in Q3 2023 and has held it in 3 quarters since.
  • Centric Wealth Management's Deere & Co position peaked at $2.97M in Q4 2023.
  • 2,449 funds tracked by Wall St. Rank held Deere & Co as of Q3 2026.

Based on Centric Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.