Spire Wealth Management’s Chimera Investment CIM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.84K	Buy	438 +12	+3%	+$161	﹤0.01%	1797
2026 Q1	$5.35K	Buy	426 +360	+545%	+$4.7K	﹤0.01%	1821
2025 Q4	$820	Hold	66	–	–	﹤0.01%	2221
2025 Q3	$873	Hold	66	–	–	﹤0.01%	2294
2025 Q2	$915	Hold	66	–	–	﹤0.01%	2295
2025 Q1	$847	Buy	+66	New	+$927	﹤0.01%	2409
2023 Q3	–	Sell	-667	Closed	-$11.5K	–	2373
2023 Q2	$11.5K	Buy	+667	New	+$10.6K	﹤0.01%	1765
2022 Q4	–	Sell	-300	Closed	-$5K	–	2320
2022 Q3	$5K	Sell	300 -100	-25%	-$2.6K	﹤0.01%	1732
2022 Q2	$11K	Hold	400	–	–	﹤0.01%	1873
2022 Q1	$14K	Hold	400	–	–	﹤0.01%	1916
2021 Q4	$18K	Sell	400 -167	-29%	-$7.9K	﹤0.01%	2149
2021 Q3	$25K	Sell	567 -94	-14%	-$4.22K	﹤0.01%	1759
2021 Q2	$30K	Hold	661	–	–	﹤0.01%	1693
2021 Q1	$25K	Buy	+661	New	+$22.6K	﹤0.01%	2058

Other funds holding CIM

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $998M AUM 24.42% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM