$TEX icon$

Spire Wealth Management’s Terex TEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.71K	Buy	+107	New	+$6.69K	﹤0.01%	1721
2023 Q4	–	Sell	-10	Closed	-$576	–	2461
2023 Q3	$576	Buy	+10	New	+$596	﹤0.01%	2337
2023 Q2	–	Sell	-44	Closed	-$2.13K	–	2535
2023 Q1	$2.13K	Buy	44 +5	+13%	+$256	﹤0.01%	2250
2022 Q4	$2K	Buy	+39	New	+$1.57K	﹤0.01%	2108
2022 Q1	–	Sell	-156	Closed	-$7K	–	2851
2021 Q4	$7K	Buy	156 +16	+11%	+$718	﹤0.01%	2498
2021 Q3	$6K	Hold	140	–	–	﹤0.01%	2255
2021 Q2	$7K	Sell	140 -31	-18%	-$1.51K	﹤0.01%	2248
2021 Q1	$8K	Buy	+171	New	+$7.01K	﹤0.01%	2491

Other funds holding TEX

Wealth Enhancement Advisory Services

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

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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