SWM
CNO icon

Spire Wealth Management’s CNO Financial Group CNO Stock Holding History

Spire Wealth Management’s Portfolio CNO Stock Details CNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-28
Closed -$1.04K – 2488
2024
Q4 		$1.04K Sell
28
-15
-35% -$557 ﹤0.01% 2364
2024
Q3 		$1.51K Hold
43
– – ﹤0.01% 2046
2024
Q2 		$1.19K Hold
43
– – ﹤0.01% 2095
2024
Q1 		$1.18K Sell
43
-12
-22% -$324 ﹤0.01% 2180
2023
Q4 		$1.51K Buy
55
+12
+28% +$302 ﹤0.01% 2199
2023
Q3 		$1.02K Buy
+43
New +$1.03K ﹤0.01% 2245
2023
Q1 		– Sell
-26
Closed -$1K – 2492
2022
Q4 		$1K Buy
+26
New +$561 ﹤0.01% 2149
2022
Q3 		– Sell
-31
Closed -$1K – 2242
2022
Q2 		$1K Buy
+31
New +$663 ﹤0.01% 2475
2021
Q3 		– Sell
-707
Closed -$17K – 2572
2021
Q2 		$17K Sell
707
-20
-3% -$511 ﹤0.01% 1936
2021
Q1 		$18K Buy
+727
New +$17.3K ﹤0.01% 2185

Other funds holding CNO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Spire Wealth Management's CNO Position: Q1 2025 in Review

Spire Wealth Management sold out of CNO Financial Group (CNO) in Q1 2025, closing a stake of 28 shares — an estimated $1.04K sold.

Spire Wealth Management first reported a position in CNO in Q1 2021 and held it in 10 quarters. The position peaked at $18K in Q1 2021. 343 funds tracked by Wall St. Rank hold CNO as of Q1 2025.

  • Spire Wealth Management reported no remaining CNO Financial Group position as of Q1 2025 after selling out during the quarter.
  • Spire Wealth Management sold 28 CNO Financial Group shares in Q1 2025, an estimated $1.04K.
  • Spire Wealth Management first reported a position in CNO Financial Group in Q1 2021 and held it in 10 quarters.
  • Spire Wealth Management's CNO Financial Group position peaked at $18K in Q1 2021.
  • 343 funds tracked by Wall St. Rank held CNO Financial Group as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.