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Spire Wealth Management’s Ecopetrol EC Stock Holding History

Spire Wealth Management’s Portfolio EC Stock Details EC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,500
Closed -$22.1K – 2389
2025
Q2 		$22.1K Sell
2,500
-5,700
-70% -$50.4K ﹤0.01% 1481
2025
Q1 		$85.6K Hold
8,200
– – ﹤0.01% 1092
2024
Q4 		$64.9K Hold
8,200
– – ﹤0.01% 1182
2024
Q3 		$73.2K Hold
8,200
– – ﹤0.01% 1013
2024
Q2 		$91.8K Buy
+8,200
New +$97.4K ﹤0.01% 915
2022
Q3 		– Sell
-80
Closed -$1K – 2280
2022
Q2 		$1K Hold
80
– – ﹤0.01% 2489
2022
Q1 		$1K Hold
80
– – ﹤0.01% 2459
2021
Q4 		$1K Hold
80
– – ﹤0.01% 2858
2021
Q3 		$1K Hold
80
– – ﹤0.01% 2523
2021
Q2 		$1K Hold
80
– – ﹤0.01% 2530
2021
Q1 		$1K Buy
+80
New +$1.03K ﹤0.01% 2927

Other funds holding EC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Spire Wealth Management's EC Position: Q3 2025 in Review

Spire Wealth Management sold out of Ecopetrol (EC) in Q3 2025, closing a stake of 2,500 shares — an estimated $22.1K sold.

Spire Wealth Management first reported a position in EC in Q1 2021 and held it in 11 quarters. The position peaked at $91.8K in Q2 2024. 135 funds tracked by Wall St. Rank hold EC as of Q3 2025.

  • Spire Wealth Management reported no remaining Ecopetrol position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 2,500 Ecopetrol shares in Q3 2025, an estimated $22.1K.
  • Spire Wealth Management first reported a position in Ecopetrol in Q1 2021 and held it in 11 quarters.
  • Spire Wealth Management's Ecopetrol position peaked at $91.8K in Q2 2024.
  • 135 funds tracked by Wall St. Rank held Ecopetrol as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.