Spire Wealth Management’s CNX Resources CNX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.72K	Sell	198 -52	-21%	-$1.88K	﹤0.01%	1764
2026 Q1	$9.64K	Hold	250	–	–	﹤0.01%	1626
2025 Q4	$9.19K	Hold	250	–	–	﹤0.01%	1737
2025 Q3	$8.03K	Hold	250	–	–	﹤0.01%	1833
2025 Q2	$8.42K	Hold	250	–	–	﹤0.01%	1776
2025 Q1	$7.87K	Buy	250 +198	+381%	+$5.96K	﹤0.01%	1915
2024 Q4	$1.91K	Sell	52 -441	-89%	-$16.2K	﹤0.01%	2264
2024 Q3	$16.1K	Sell	493 -185	-27%	-$4.98K	﹤0.01%	1503
2024 Q2	$16.5K	Buy	678 +626	+1,204%	+$15.3K	﹤0.01%	1508
2024 Q1	$1.23K	Sell	52 -1,338	-96%	-$27.8K	﹤0.01%	2176
2023 Q4	$27.5K	Sell	1,390 -6	-0.4%	-$128	﹤0.01%	1423
2023 Q3	$31.5K	Buy	1,396 +6	+0.4%	+$124	﹤0.01%	1341
2023 Q2	$24.6K	Buy	1,390 +616	+80%	+$9.94K	﹤0.01%	1497
2023 Q1	$12.4K	Buy	774 +722	+1,388%	+$11.5K	﹤0.01%	1774
2022 Q4	$1K	Hold	52	–	–	﹤0.01%	2150
2022 Q3	$1K	Sell	52 -12	-19%	-$203	﹤0.01%	2050
2022 Q2	$1K	Buy	64 +12	+23%	+$246	﹤0.01%	2476
2022 Q1	$1K	Buy	+52	New	+$865	﹤0.01%	2456

Other funds holding CNX

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

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

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return