Sanchez Wealth Management Group
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Sanchez Wealth Management Group’s Alger Concentrated Equity ETF CNEQ Stock Holding History

Sanchez Wealth Management Group’s Portfolio CNEQ Stock Details CNEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$698K Sell
17,170
-208,133
-92% -$8.25M 2.1% 18
2026
Q2 		$9.3M Buy
225,303
+8,606
+4% +$327K 1.63% 20
2026
Q1 		$6.74M Buy
216,697
+1,483
+0.7% +$49.5K 1.46% 21
2025
Q4 		$7.4M Buy
+215,214
New +$7.49M 1.58% 19

Other funds holding CNEQ

IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.5B AUM 15.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Sanchez Wealth Management Group's CNEQ Position: Q3 2026 in Review

Sanchez Wealth Management Group reduced its Alger Concentrated Equity ETF (CNEQ) stake by 92% in Q3 2026, selling an estimated $8.25M and leaving 17,170 shares worth $698K. The position accounts for 2.1% of the portfolio, ranked #18.

Sanchez Wealth Management Group first reported a position in CNEQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.3M in Q2 2026. 95 funds tracked by Wall St. Rank hold CNEQ as of Q3 2026.

  • Sanchez Wealth Management Group held 17,170 shares of Alger Concentrated Equity ETF worth $698K as of Q3 2026.
  • Sanchez Wealth Management Group sold 208,133 Alger Concentrated Equity ETF shares in Q3 2026, an estimated $8.25M.
  • Alger Concentrated Equity ETF made up 2.1% of Sanchez Wealth Management Group's portfolio in Q3 2026, its #18 holding.
  • Sanchez Wealth Management Group first reported a position in Alger Concentrated Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Sanchez Wealth Management Group's Alger Concentrated Equity ETF position peaked at $9.3M in Q2 2026.
  • 95 funds tracked by Wall St. Rank held Alger Concentrated Equity ETF as of Q3 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q3 2026, filed 2 Nov 2026.