Spire Wealth Management’s Cathay General Bancorp CATY Stock Holding History

Spire Wealth Management’s Portfolio CATY Stock Details CATY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05K	Hold	17	–	–	﹤0.01%	2131
2026 Q1	$848	Hold	17	–	–	﹤0.01%	2172
2025 Q4	$823	Hold	17	–	–	﹤0.01%	2220
2025 Q3	$816	Hold	17	–	–	﹤0.01%	2305
2025 Q2	$774	Sell	17 -27	-61%	-$1.15K	﹤0.01%	2316
2025 Q1	$1.89K	Hold	44	–	–	﹤0.01%	2286
2024 Q4	$2.1K	Hold	44	–	–	﹤0.01%	2248
2024 Q3	$1.89K	Hold	44	–	–	﹤0.01%	2013
2024 Q2	$1.66K	Buy	44 +19	+76%	+$689	﹤0.01%	2041
2024 Q1	$946	Hold	25	–	–	﹤0.01%	2209
2023 Q4	$1.07K	Sell	25 -2	-7%	-$75	﹤0.01%	2251
2023 Q3	$939	Buy	+27	New	+$964	﹤0.01%	2264

Other funds holding CATY

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Handelsbanken Fonder

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

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lighthouse Financial Services Brea, California $476M AUM

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return