Private Wealth Management Group’s Celldex Therapeutics CLDX Stock Holding History

Private Wealth Management Group’s Portfolio CLDX Stock Details CLDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$908	Hold	28	–	–	﹤0.01%	1349
2026 Q2	$1.04K	Hold	28	–	–	﹤0.01%	1297
2026 Q1	$889	Hold	28	–	–	﹤0.01%	1272
2025 Q4	$761	Hold	28	–	–	﹤0.01%	1319
2025 Q3	$725	Hold	28	–	–	﹤0.01%	1358
2025 Q2	$570	Sell	28 -98	-78%	-$1.91K	﹤0.01%	1403
2025 Q1	$2.29K	Buy	+126	New	+$2.82K	﹤0.01%	1013

Other funds holding CLDX

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

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

Private Wealth Management Group's CLDX Position: Q3 2026 in Review

Private Wealth Management Group held its Celldex Therapeutics (CLDX) position steady in Q3 2026 at 28 shares worth $908. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Private Wealth Management Group first reported a position in CLDX in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.29K in Q1 2025. 26 funds tracked by Wall St. Rank hold CLDX as of Q3 2026.

Private Wealth Management Group held 28 shares of Celldex Therapeutics worth $908 as of Q3 2026.
Private Wealth Management Group left its Celldex Therapeutics share count unchanged in Q3 2026.
Celldex Therapeutics made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1349 holding.
Private Wealth Management Group first reported a position in Celldex Therapeutics in Q1 2025 and has held it in 7 quarters since.
Private Wealth Management Group's Celldex Therapeutics position peaked at $2.29K in Q1 2025.
26 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.