Walled Lake Planning & Wealth Management’s Central Securities Corp CET Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio CET Stock Details CET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$256K	Hold	4,875	–	–	0.06%	125
2026 Q1	$242K	Hold	4,875	–	–	0.07%	117
2025 Q4	$247K	Hold	4,875	–	–	0.08%	118
2025 Q3	$250K	Hold	4,875	–	–	0.08%	118
2025 Q2	$233K	Hold	4,875	–	–	0.08%	117
2025 Q1	$219K	Hold	4,875	–	–	0.08%	123
2024 Q4	$223K	Hold	4,875	–	–	0.08%	118
2024 Q3	$223K	Hold	4,875	–	–	0.08%	116
2024 Q2	$215K	Hold	4,875	–	–	0.09%	110
2024 Q1	$204K	Buy	+4,875	New	+$189K	0.08%	111

Other funds holding CET

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

CIC

Chilton Investment Company Stamford, Connecticut $4.17B AUM 1.75% 1-Year Est. Return

BCM

Brasada Capital Management Houston, Texas $558M AUM 21.68% 1-Year Est. Return

TAM

Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return

Walled Lake Planning & Wealth Management's CET Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management held its Central Securities Corp (CET) position steady in Q2 2026 at 4,875 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #125.

Walled Lake Planning & Wealth Management first reported a position in CET in Q1 2024 and has held it in 10 quarters since. 99 funds tracked by Wall St. Rank hold CET as of Q2 2026.

Walled Lake Planning & Wealth Management held 4,875 shares of Central Securities Corp worth $256K as of Q2 2026.
Walled Lake Planning & Wealth Management left its Central Securities Corp share count unchanged in Q2 2026.
Central Securities Corp made up 0.06% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #125 holding.
Walled Lake Planning & Wealth Management first reported a position in Central Securities Corp in Q1 2024 and has held it in 10 quarters since.
99 funds tracked by Wall St. Rank held Central Securities Corp as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.