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Whalen Wealth Management’s Cognex CGNX Stock Holding History

Whalen Wealth Management’s Portfolio CGNX Stock Details CGNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,079
Closed -$295K – 213
2026
Q2 		$295K Buy
+4,079
New +$248K 0.13% 165
2025
Q1 		– Sell
-8,855
Closed -$318K – 128
2024
Q4 		$318K Buy
+8,855
New +$347K 0.22% 88

Other funds holding CGNX

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
KAM
Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Whalen Wealth Management sold out of Cognex (CGNX) in Q3 2026, closing a stake of 4,079 shares — an estimated $295K sold.

Whalen Wealth Management first reported a position in CGNX in Q4 2024 and held it in 2 quarters. The position peaked at $318K in Q4 2024. 20 funds tracked by Wall St. Rank hold CGNX as of Q3 2026.

  • Whalen Wealth Management reported no remaining Cognex position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 4,079 Cognex shares in Q3 2026, an estimated $295K.
  • Whalen Wealth Management first reported a position in Cognex in Q4 2024 and held it in 2 quarters.
  • Whalen Wealth Management's Cognex position peaked at $318K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Cognex as of Q3 2026.

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