LWMI
CNX icon

Legacy Wealth Management (Idaho)’s CNX Resources CNX Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio CNX Stock Details CNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.25K Hold
162
– – ﹤0.01% 578
2025
Q4 		$5.96K Buy
162
+129
+391% +$4.62K ﹤0.01% 507
2025
Q3 		$1.06K Hold
33
– – ﹤0.01% 616
2025
Q2 		$1.11K Sell
33
-23
-41% -$725 ﹤0.01% 586
2025
Q1 		$1.76K Hold
56
– – ﹤0.01% 560
2024
Q4 		$1.64K Buy
56
+23
+70% +$847 ﹤0.01% 527
2024
Q3 		$1.28K Buy
+33
New +$889 ﹤0.01% 524

Other funds holding CNX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s CNX Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its CNX Resources (CNX) position steady in Q1 2026 at 162 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Legacy Wealth Management (Idaho) first reported a position in CNX in Q3 2024 and has held it in 7 quarters since. 420 funds tracked by Wall St. Rank hold CNX as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 162 shares of CNX Resources worth $6.25K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its CNX Resources share count unchanged in Q1 2026.
  • CNX Resources made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #578 holding.
  • Legacy Wealth Management (Idaho) first reported a position in CNX Resources in Q3 2024 and has held it in 7 quarters since.
  • 420 funds tracked by Wall St. Rank held CNX Resources as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.