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Intergy Private Wealth’s Cemex CX Stock Holding History

Intergy Private Wealth’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$135K Sell
14,233
-735
-5% -$8.27K 0.03% 138
2026
Q2 		$180K Sell
14,968
-626
-4% -$7.77K 0.04% 144
2026
Q1 		$178K Sell
15,594
-469
-3% -$5.59K 0.05% 120
2025
Q4 		$185K Buy
16,063
+1,760
+12% +$18.2K 0.06% 112
2025
Q3 		$129K Buy
14,303
+3,403
+31% +$29K 0.04% 107
2025
Q2 		$75.5K Buy
+10,900
New +$69.1K 0.03% 100

Other funds holding CX

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Intergy Private Wealth's CX Position: Q3 2026 in Review

Intergy Private Wealth reduced its Cemex (CX) stake by 4.9% in Q3 2026, selling an estimated $8.27K and leaving 14,233 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #138.

Intergy Private Wealth first reported a position in CX in Q2 2025 and has held it in 6 quarters since. The position peaked at $185K in Q4 2025. 41 funds tracked by Wall St. Rank hold CX as of Q3 2026.

  • Intergy Private Wealth held 14,233 shares of Cemex worth $135K as of Q3 2026.
  • Intergy Private Wealth sold 735 Cemex shares in Q3 2026, an estimated $8.27K.
  • Cemex made up 0.03% of Intergy Private Wealth's portfolio in Q3 2026, its #138 holding.
  • Intergy Private Wealth first reported a position in Cemex in Q2 2025 and has held it in 6 quarters since.
  • Intergy Private Wealth's Cemex position peaked at $185K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Cemex as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.