WWM
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Whalen Wealth Management’s Cedar Fair FUN Stock Holding History

Whalen Wealth Management’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-10,879
Closed -$232K – 227
2026
Q2 		$232K Buy
+10,879
New +$222K 0.1% 185

Other funds holding FUN

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

Whalen Wealth Management sold out of Cedar Fair (FUN) in Q3 2026, closing a stake of 10,879 shares — an estimated $232K sold.

Whalen Wealth Management first reported a position in FUN in Q2 2026 and held it in 1 quarter. The position peaked at $232K in Q2 2026. 8 funds tracked by Wall St. Rank hold FUN as of Q3 2026.

  • Whalen Wealth Management reported no remaining Cedar Fair position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 10,879 Cedar Fair shares in Q3 2026, an estimated $232K.
  • Whalen Wealth Management first reported a position in Cedar Fair in Q2 2026 and held it in 1 quarter.
  • Whalen Wealth Management's Cedar Fair position peaked at $232K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Cedar Fair as of Q3 2026.

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