Cogent Blue Wealth Advisors, LLC Purchases and Sells in Q4 2025

Cogent Blue Wealth Advisors, LLC

  • $147 Billion
  • Q4 2025

Top Buys

Incresed Positions

26 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONAL ETF TRUST
72.8K
+ 42.22%
N/A
245K $6.47B
20.2K
+ 18.45%
$31.28 - $33.46 $633K - $677K
130K $4.3B
4.98K
+ 2.29%
$30.11 - $31.43 $150K - $157K
223K $7.05B
EA SERIES TRUST
14K
+ 8.52%
N/A
179K $4.17B
4.69K
+ 2.07%
$37.18 - $38.47 $174K - $180K
231K $8.78B
53
+ 0.09%
$142.79 - $150.05 $7.57K - $7.95K
59.6K $8.86B
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
LAM RESEARCH CORP
1.22K
New
N/A
1.22K $208M
236
New
$744.6 - $838.97 $176K - $198K
236 $207M
2.19K
New
$78.32 - $82.74 $171K - $181K
2.19K $206M
2.63K
New
$67.46 - $78.0 $177K - $205K
2.63K $202M
709
New
$181.6 - $253.3 $129K - $180K
709 $202M
7.65K
New
$25.24 - $32.21 $193K - $246K
7.65K $200M
View all

Top Sells

Reduced Positions

30 operations
Stock Shares change Price Range Shares Held Trade History
-33.9K
- 11.44%
$87.37 - $90.92 $2.96M - $3.08M
262K $24.7B
-10.1K
- 31.0%
N/A
22.4K $1.51B
-7.46K
- 51.76%
$78.65 - $79.19 $586K - $591K
6.95K $548M
-7.1K
- 8.51%
$49.98 - $50.22 $355K - $356K
76.3K $3.77B
-3.34K
- 40.1%
$119.13 - $120.38 $397K - $401K
4.98K $595M
-19
- 0.32%
$496.82 - $542.07 $9.44K - $10.3K
5.83K $2.82B
View all
Activity Summary
Buys All Purchases 32 New Holdings 6 Increased Positions 26 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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