Pinnacle Wealth Planning Services’s Cadeler CDLR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CDLR Stock Details CDLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$985	Buy	+45	New	+$1.06K	﹤0.01%	2613

Other funds holding CDLR

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Steinberganna Wealth Management Huntington, New York $233M AUM 22.27% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Pinnacle Wealth Planning Services's CDLR Position: Q3 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Cadeler (CDLR) in Q3 2026: 45 shares worth $985. The stake represents ﹤0.01% of the portfolio and ranks #2613 among its holdings.

13 funds tracked by Wall St. Rank hold CDLR as of Q3 2026.

Pinnacle Wealth Planning Services held 45 shares of Cadeler worth $985 as of Q3 2026.
Cadeler was a new Pinnacle Wealth Planning Services position in Q3 2026.
Cadeler made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2613 holding.
13 funds tracked by Wall St. Rank held Cadeler as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.