Olistico Wealth’s Concentrix CNXC Stock Holding History

Olistico Wealth’s Portfolio CNXC Stock Details CNXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$269	Hold	12	–	–	﹤0.01%	332
2026 Q1	$328	Hold	12	–	–	﹤0.01%	337
2025 Q4	$499	Buy	+12	New	+$487	﹤0.01%	335
2025 Q3	–	Sell	-12	Closed	-$634	–	142
2025 Q2	$634	Hold	12	–	–	﹤0.01%	358
2025 Q1	$668	Buy	+12	New	+$575	﹤0.01%	334

Other funds holding CNXC

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM