Spire Wealth Management’s Orion OEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.98K	Hold	299	–	–	﹤0.01%	2016
2026 Q1	$1.94K	Hold	299	–	–	﹤0.01%	2047
2025 Q4	$1.58K	Hold	299	–	–	﹤0.01%	2138
2025 Q3	$2.27K	Hold	299	–	–	﹤0.01%	2137
2025 Q2	$3.14K	Hold	299	–	–	﹤0.01%	2073
2025 Q1	$3.87K	Hold	299	–	–	﹤0.01%	2126
2024 Q4	$4.72K	Hold	299	–	–	﹤0.01%	2056
2024 Q3	$5.33K	Hold	299	–	–	﹤0.01%	1804
2024 Q2	$6.56K	Hold	299	–	–	﹤0.01%	1763
2024 Q1	$7.03K	Buy	+299	New	+$6.91K	﹤0.01%	1830
2023 Q2	–	Sell	-500	Closed	-$13K	–	2487
2023 Q1	$13K	Buy	+500	New	+$11.3K	﹤0.01%	1765
2022 Q4	–	Sell	-8,877	Closed	-$119K	–	2373
2022 Q3	$119K	Buy	+8,877	New	+$144K	0.01%	654

Other funds holding OEC

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

CLA

Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

YIH

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

Spire Wealth Management's OEC Position: Q2 2026 in Review

Spire Wealth Management held its Orion (OEC) position steady in Q2 2026 at 299 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

Spire Wealth Management first reported a position in OEC in Q3 2022 and has held it in 12 quarters since. The position peaked at $119K in Q3 2022. 39 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

Spire Wealth Management held 299 shares of Orion worth $1.98K as of Q2 2026.
Spire Wealth Management left its Orion share count unchanged in Q2 2026.
Orion made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2016 holding.
Spire Wealth Management first reported a position in Orion in Q3 2022 and has held it in 12 quarters since.
Spire Wealth Management's Orion position peaked at $119K in Q3 2022.
39 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.