ORG Wealth Partners’s Cantor Equity Partners CEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-211
Closed -$4.72K 660
2025
Q3
$4.72K Hold
211
﹤0.01% 530
2025
Q2
$5.72K Buy
+211
New +$6.44K ﹤0.01% 542

ORG Wealth Partners's CEP Position: Q4 2025 in Review

ORG Wealth Partners sold out of Cantor Equity Partners (CEP) in Q4 2025, closing a stake of 211 shares — an estimated $4.72K sold.

ORG Wealth Partners first reported a position in CEP in Q2 2025 and held it in 2 quarters. The position peaked at $5.72K in Q2 2025. 0 funds tracked by Wall St. Rank hold CEP as of Q4 2025.

  • ORG Wealth Partners reported no remaining Cantor Equity Partners position as of Q4 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 211 Cantor Equity Partners shares in Q4 2025, an estimated $4.72K.
  • ORG Wealth Partners first reported a position in Cantor Equity Partners in Q2 2025 and held it in 2 quarters.
  • ORG Wealth Partners's Cantor Equity Partners position peaked at $5.72K in Q2 2025.
  • 0 funds tracked by Wall St. Rank held Cantor Equity Partners as of Q4 2025.

Based on ORG Wealth Partners's 13F filing for Q4 2025, filed 14 Jan 2026.