WWM
CECO icon

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
Q3 		$255K Buy
3,662
+1,004
+38% +$74.8K 0.11% 182
2026
Q2 		$241K Sell
2,658
-4,514
-63% -$357K 0.11% 182
2026
Q1 		$427K Buy
+7,172
New +$461K 0.23% 111

Other funds holding CECO

CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Whalen Wealth Management's CECO Position: Q3 2026 in Review

Whalen Wealth Management increased its Ceco Environmental (CECO) stake by 38% in Q3 2026, buying an estimated $74.8K and bringing the position to 3,662 shares worth $255K. The position accounts for 0.11% of the portfolio, ranked #182.

Whalen Wealth Management first reported a position in CECO in Q1 2026 and has held it in 3 quarters since. The position peaked at $427K in Q1 2026. 10 funds tracked by Wall St. Rank hold CECO as of Q3 2026.

  • Whalen Wealth Management held 3,662 shares of Ceco Environmental worth $255K as of Q3 2026.
  • Whalen Wealth Management bought 1,004 Ceco Environmental shares in Q3 2026, an estimated $74.8K.
  • Ceco Environmental made up 0.11% of Whalen Wealth Management's portfolio in Q3 2026, its #182 holding.
  • Whalen Wealth Management first reported a position in Ceco Environmental in Q1 2026 and has held it in 3 quarters since.
  • Whalen Wealth Management's Ceco Environmental position peaked at $427K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Ceco Environmental as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.