Wealth Management Industry News
A collection of Wealth Management latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Wealth Manager Builds Position in Fixed-Income ETF, According to Latest SEC Filing
On April 15, 2026, Gradient Capital Advisors, LLC disclosed a purchase of 52,666 shares of Dimensional Global Core Plus Fixed Income ETF (DFGP 0.20%), an estimated $2.87 million trade based on quarterly average pricing. According to an SEC filing…
Whalen Wealth Management Inc. Grows Holdings in Apple Inc. $AAPL
Whalen Wealth Management Inc. boosted its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 57.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor…
ServiceNow, Inc. $NOW Shares Purchased by Smith Salley Wealth Management
Smith Salley Wealth Management boosted its position in shares of ServiceNow, Inc. (NYSE:NOW - Free Report) by 388.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm…
TriaGen Wealth Management LLC Invests $915,000 in Ciena Corporation $CIEN
TriaGen Wealth Management LLC bought a new position in Ciena Corporation (NYSE:CIEN - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 3,914 shares of…
AMETEK, Inc. $AME Shares Sold by Smith Salley Wealth Management
Smith Salley Wealth Management lowered its position in AMETEK, Inc. (NYSE:AME - Free Report) by 17.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned…
Cummins Inc. $CMI Shares Bought by Smith Salley Wealth Management
Smith Salley Wealth Management grew its stake in Cummins Inc. (NYSE:CMI - Free Report) by 1,381.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor…
49,516 Shares in Alcoa $AA Acquired by Moran Wealth Management LLC
Moran Wealth Management LLC bought a new position in shares of Alcoa (NYSE:AA - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 49,516…
Moran Wealth Management LLC Buys New Shares in Gartner, Inc. $IT
Moran Wealth Management LLC purchased a new position in Gartner, Inc. (NYSE:IT - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 13,938 shares…
Revisor Wealth Management LLC Boosts Holdings in Enbridge Inc $ENB
Revisor Wealth Management LLC grew its position in Enbridge Inc (NYSE:ENB - Free Report) TSE: ENB by 96.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Smith Salley Wealth Management Invests $12.13 Million in Amphenol Corporation $APH
Smith Salley Wealth Management acquired a new stake in shares of Amphenol Corporation (NYSE:APH - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired…
3,364 Shares in AppLovin Corporation $APP Purchased by TriaGen Wealth Management LLC
TriaGen Wealth Management LLC purchased a new stake in AppLovin Corporation (NASDAQ:APP - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 3,364…
Smith Salley Wealth Management Increases Stock Holdings in Brookfield Corporation $BN
Smith Salley Wealth Management raised its position in shares of Brookfield Corporation (NYSE:BN - Free Report) by 48.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm…
TriaGen Wealth Management LLC Purchases Shares of 25,186 Medtronic PLC $MDT
TriaGen Wealth Management LLC acquired a new position in shares of Medtronic PLC (NYSE:MDT - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 25,186 shares…
Smith Salley Wealth Management Buys 23,304 Shares of Netflix, Inc. $NFLX
Smith Salley Wealth Management raised its position in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 908.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Palantir Technologies Inc. $PLTR Shares Bought by TriaGen Wealth Management LLC
TriaGen Wealth Management LLC grew its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 126.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission…
Receive a Daily briefing on Wealth Management Industry News
Get Started