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Cyndeo Wealth Partners’s Reinsurance Group of America RGA Stock Holding History

Cyndeo Wealth Partners’s Portfolio RGA Stock Details RGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,054
Closed -$209K – 495
2025
Q2 		$209K Buy
+1,054
New +$206K 0.01% 444

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cyndeo Wealth Partners's RGA Position: Q3 2025 in Review

Cyndeo Wealth Partners sold out of Reinsurance Group of America (RGA) in Q3 2025, closing a stake of 1,054 shares — an estimated $209K sold.

Cyndeo Wealth Partners first reported a position in RGA in Q2 2025 and held it in 1 quarter. The position peaked at $209K in Q2 2025. 579 funds tracked by Wall St. Rank hold RGA as of Q3 2025.

  • Cyndeo Wealth Partners reported no remaining Reinsurance Group of America position as of Q3 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 1,054 Reinsurance Group of America shares in Q3 2025, an estimated $209K.
  • Cyndeo Wealth Partners first reported a position in Reinsurance Group of America in Q2 2025 and held it in 1 quarter.
  • Cyndeo Wealth Partners's Reinsurance Group of America position peaked at $209K in Q2 2025.
  • 579 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q3 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2025, filed 10 Oct 2025.