Whalen Wealth Management’s Ceco Environmental CECO Stock Holding History

Whalen Wealth Management’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 Q1	$427K	Buy	+7,172	New	+$461K	0.23%	111

Other funds holding CECO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whalen Wealth Management's CECO Position: Q1 2026 in Review

Whalen Wealth Management opened a new position in Ceco Environmental (CECO) in Q1 2026: 7,172 shares worth $427K. The stake represents 0.23% of the portfolio and ranks #111 among its holdings.

262 funds tracked by Wall St. Rank hold CECO as of Q1 2026.

Whalen Wealth Management held 7,172 shares of Ceco Environmental worth $427K as of Q1 2026.
Ceco Environmental was a new Whalen Wealth Management position in Q1 2026.
Ceco Environmental made up 0.23% of Whalen Wealth Management's portfolio in Q1 2026, its #111 holding.
262 funds tracked by Wall St. Rank held Ceco Environmental as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.