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Whalen Wealth Management’s Corteva CTVA Stock Holding History

Whalen Wealth Management’s Portfolio CTVA Stock Details CTVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,585
Closed -$388K – 216
2026
Q2 		$388K Buy
4,585
+992
+28% +$79.7K 0.17% 139
2026
Q1 		$301K Sell
3,593
-3,876
-52% -$292K 0.16% 153
2025
Q4 		$501K Buy
7,469
+3,655
+96% +$236K 0.27% 92
2025
Q3 		$258K Buy
3,814
+385
+11% +$27.9K 0.15% 152
2025
Q2 		$256K Buy
+3,429
New +$228K 0.16% 166
2025
Q1 		– Sell
-11,940
Closed -$680K – 133
2024
Q4 		$680K Buy
+11,940
New +$706K 0.47% 42

Other funds holding CTVA

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

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

Whalen Wealth Management sold out of Corteva (CTVA) in Q3 2026, closing a stake of 4,585 shares — an estimated $388K sold.

Whalen Wealth Management first reported a position in CTVA in Q4 2024 and held it in 6 quarters. The position peaked at $680K in Q4 2024. 62 funds tracked by Wall St. Rank hold CTVA as of Q3 2026.

  • Whalen Wealth Management reported no remaining Corteva position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 4,585 Corteva shares in Q3 2026, an estimated $388K.
  • Whalen Wealth Management first reported a position in Corteva in Q4 2024 and held it in 6 quarters.
  • Whalen Wealth Management's Corteva position peaked at $680K in Q4 2024.
  • 62 funds tracked by Wall St. Rank held Corteva as of Q3 2026.

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