True Wealth Design
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True Wealth Design’s Ceco Environmental CECO Stock Holding History

True Wealth Design’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.6K Sell
23
-29
-56% -$2.16K ﹤0.01% 1760
2026
Q2 		$4.72K Buy
+52
New +$4.11K ﹤0.01% 1353
2024
Q4 		– Sell
-121
Closed -$3.41K – 1384
2024
Q3 		$3.41K Buy
+121
New +$3.4K ﹤0.01% 662

Other funds holding CECO

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Cox Capital Management
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

True Wealth Design's CECO Position: Q3 2026 in Review

True Wealth Design reduced its Ceco Environmental (CECO) stake by 56% in Q3 2026, selling an estimated $2.16K and leaving 23 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

True Wealth Design first reported a position in CECO in Q3 2024 and has held it in 3 quarters since. The position peaked at $4.72K in Q2 2026. 53 funds tracked by Wall St. Rank hold CECO as of Q3 2026.

  • True Wealth Design held 23 shares of Ceco Environmental worth $1.6K as of Q3 2026.
  • True Wealth Design sold 29 Ceco Environmental shares in Q3 2026, an estimated $2.16K.
  • Ceco Environmental made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1760 holding.
  • True Wealth Design first reported a position in Ceco Environmental in Q3 2024 and has held it in 3 quarters since.
  • True Wealth Design's Ceco Environmental position peaked at $4.72K in Q2 2026.
  • 53 funds tracked by Wall St. Rank held Ceco Environmental as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.