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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
2025
Q1 		– Sell
-8,855
Closed -$318K – 128
2024
Q4 		$318K Buy
+8,855
New +$347K 0.22% 88

Other funds holding CGNX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Whalen Wealth Management's CGNX Position: Q1 2025 in Review

Whalen Wealth Management sold out of Cognex (CGNX) in Q1 2025, closing a stake of 8,855 shares — an estimated $318K sold.

Whalen Wealth Management first reported a position in CGNX in Q4 2024 and held it in 1 quarter. The position peaked at $318K in Q4 2024. 434 funds tracked by Wall St. Rank hold CGNX as of Q1 2025.

  • Whalen Wealth Management reported no remaining Cognex position as of Q1 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 8,855 Cognex shares in Q1 2025, an estimated $318K.
  • Whalen Wealth Management first reported a position in Cognex in Q4 2024 and held it in 1 quarter.
  • Whalen Wealth Management's Cognex position peaked at $318K in Q4 2024.
  • 434 funds tracked by Wall St. Rank held Cognex as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.