Ci Private Wealth, LLC Sells in Q3 2025

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
THRM
Gentherm Inc

Consumer Cyclical
-105
- 1.06%
$29.73 - $37.17 $3.12K - $3.9K
9.84K $335K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-2.5K
- 9.37%
$205.52 - $234.96 $514K - $587K
24.2K $5.68M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-187K
- 5.61%
$29.65 - $31.77 $5.56M - $5.96M
3.16M $99.8M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.12K
- 4.27%
$82.96 - $95.7 $176K - $203K
47.5K $4.27M
NHC
National Healthcare Corp

Healthcare
-61
- 1.38%
$94.48 - $126.41 $5.76K - $7.71K
4.36K $529K
AZZ
Azz Inc

Industrials
-43
- 1.0%
$96.74 - $119.54 $4.16K - $5.14K
4.26K $464K
COLB
Columbia Banking System, Inc.

Financial Services
-955
- 2.7%
$23.26 - $27.31 $22.2K - $26.1K
34.4K $885K
VFC
V F Corp

Consumer Cyclical
-962
- 3.52%
$11.66 - $15.56 $11.2K - $15K
26.4K $380K
ZIMV
Zim Vie Inc.

Healthcare
-4.21K
- 28.58%
$8.44 - $18.97 $35.6K - $79.9K
10.5K $199K
BC
Brunswick Corp

Consumer Cyclical
-38
- 0.47%
$56.64 - $66.85 $2.15K - $2.54K
8.09K $511K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
-1K
- 3.38%
$7.47 - $13.14 $7.47K - $13.1K
28.6K $315K
MC
Moelis & CO

Financial Services
-10
- 0.14%
$64.0 - $77.75 $640 - $778
7.3K $520K
CLF
Cleveland Cliffs Inc.

Basic Materials
-2.41K
- 11.7%
$8.12 - $12.84 $19.6K - $31K
18.2K $222K
QS
Quantum Scape Corp

Consumer Cyclical
-131
- 1.09%
$6.36 - $14.64 $833 - $1.92K
11.9K $146K
FAST
Fastenal CO

Industrials
-99.3K
- 14.16%
$42.47 - $50.39 $4.22M - $5M
602K $29.5M
PFGC
Performance Food Group CO

Consumer Defensive
-3.38K
- 9.08%
$88.19 - $102.08 $298K - $345K
33.8K $3.32M
IDA
Idacorp Inc

Utilities
-196
- 3.44%
$115.16 - $132.15 $22.6K - $25.9K
5.51K $727K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-1.17K
- 5.32%
$48.04 - $60.86 $56.1K - $71.1K
20.8K $1.21M
FNDA
Schwab Fundamental U S Small C

ETFs
-1.31K
- 2.96%
$28.75 - $31.93 $37.5K - $41.7K
42.8K $1.33M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-102
- 0.56%
$76.29 - $80.63 $7.78K - $8.22K
18.2K $1.46M
ES
Eversource Energy

Utilities
-6.08K
- 9.05%
$62.86 - $71.14 $382K - $433K
61.1K $4.35M
HMY
Harmony Gold Mining CO LTD

Basic Materials
-549
- 2.74%
$12.61 - $18.25 $6.92K - $10K
19.5K $353K
ALE
Allete Inc

Utilities
-625
- 1.25%
$62.45 - $66.45 $39K - $41.5K
49.5K $3.29M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-1.19K
- 9.04%
$42.74 - $62.88 $51K - $75K
12K $689K
THC
Tenet Healthcare Corp

Healthcare
-149
- 3.76%
$148.38 - $203.04 $22.1K - $30.3K
3.81K $773K
VMEO
Vimeo, Inc.

Technology
-246
- 1.09%
$3.65 - $7.75 $898 - $1.91K
22.3K $172K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
-1.77K
- 2.05%
$18.02 - $19.46 $31.9K - $34.5K
84.6K $1.64M
IWY
Ishares Tr Russell 200 Growth

ETFs
-887
- 7.39%
$243.93 - $275.62 $216K - $244K
11.1K $3.04M
CMPO
Compo Secure, Inc.

Industrials
-709
- 4.84%
$13.8 - $20.85 $9.78K - $14.8K
13.9K $290K
CIG
Energy CO Of Minas Gerais

Utilities
-1.37K
- 0.23%
$1.81 - $2.13 $2.47K - $2.91K
590K $1.24M
IOO
Ishares Tr Global 100 ETF

ETFs
-142
- 1.7%
$107.55 - $120.01 $15.3K - $17K
8.21K $985K
NGD
New Gold Inc.

Basic Materials
-5.6K
- 9.96%
$4.13 - $7.18 $23.1K - $40.2K
50.6K $363K
SBSW
Sibanye Stillwater LTD

Basic Materials
-678
- 2.93%
$7.27 - $11.24 $4.93K - $7.62K
22.5K $252K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-4.22K
- 4.24%
$119.73 - $134.7 $506K - $569K
95.3K $12.7M
WEX
Wex Inc.

Technology
-21
- 0.25%
$149.2 - $176.26 $3.13K - $3.7K
8.49K $1.34M
GNTX
Gentex Corp

Consumer Cyclical
-8.76K
- 16.41%
$22.66 - $29.06 $199K - $255K
44.6K $1.26M
TLRY
Tilray Brands, Inc.

Healthcare
-95.5K
- 49.22%
$0.42 - $1.85 $40.1K - $177K
98.5K $170K
WF
Woori Financial Group Inc.

Financial Services
-771
- 3.56%
$49.62 - $57.76 $38.3K - $44.5K
20.9K $1.17M
PBF
Pbf Energy Inc.

Energy
-214
- 1.78%
$21.68 - $33.56 $4.64K - $7.18K
11.8K $356K
ALLE
Allegion PLC

Industrials
-1K
- 12.13%
$145.55 - $179.33 $146K - $179K
7.24K $1.28M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-334
- 0.45%
$27.61 - $29.15 $9.22K - $9.74K
74.3K $2.16M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-270
- 0.57%
$32.11 - $34.92 $8.67K - $9.43K
47.1K $1.65M
ZWS
Zurn Water Solutions Corp

Industrials
-526
- 4.34%
$36.48 - $47.94 $19.2K - $25.2K
11.6K $545K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-1.32K
- 3.34%
$15.38 - $20.2 $20.3K - $26.7K
38.2K $772K
HOLX
Hologic Inc

Healthcare
-161
- 0.31%
$63.26 - $68.98 $10.2K - $11.1K
52.5K $3.55M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-701
- 7.96%
$167.19 - $219.52 $117K - $154K
8.11K $1.78M
QBTS
D Wave Quantum Inc.

Technology
-8.85K
- 26.55%
$14.81 - $27.72 $131K - $245K
24.5K $604K
TXT
Textron Inc

Industrials
-330
- 0.94%
$77.02 - $87.21 $25.4K - $28.8K
34.6K $2.93M
AVSE
American Centy ETF Tr Avantis

ETFs
-7.47K
- 6.18%
$58.4 - $64.07 $436K - $479K
113K $7.21M
Activity Summary
Buys All Purchases 1367 New Holdings 266 Increased Positions 1101 Sells All Sells 1053 Reductions 1053 Sold out 0 Options Calls 11 Puts 14
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