Cogent Blue Wealth Advisors, LLC Purchases and Sells in Q3 2025

Cogent Blue Wealth Advisors, LLC

  • $147 Billion
  • Q3 2025

Top Buys

Incresed Positions

28 operations
Stock Shares change Price Range Shares Held Trade History
3.08K
+ 29.77%
$202.38 - $256.87 $624K - $791K
13.4K $3.42B
21.7K
+ 31.65%
$47.86 - $48.43 $1.04M - $1.05M
90.3K $4.35B
3.03K
+ 5.36%
$135.0 - $146.02 $409K - $442K
59.5K $8.67B
EA SERIES TRUST
27.3K
+ 19.87%
N/A
165K $3.73B
825
+ 4.01%
$153.3 - $186.58 $126K - $154K
21.4K $3.99B
12.1K
+ 12.4%
$29.55 - $32.52 $357K - $393K
110K $3.52B
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONAL ETF TRUST
172K
New
N/A
172K $4.71B
531
New
$335.1 - $718.54 $178K - $382K
531 $382M
518
New
$390.92 - $477.15 $202K - $247K
518 $247M
2.53K
New
$77.05 - $85.16 $195K - $215K
2.53K $212M
631
New
$294.27 - $342.31 $186K - $216K
631 $210M
12.6K
New
$9.5 - $11.71 $120K - $148K
12.6K $140M
View all

Top Sells

Reduced Positions

31 operations
Stock Shares change Price Range Shares Held Trade History
-10.6K
- 42.44%
$78.11 - $79.07 $830K - $840K
14.4K $1.14B
-1.72K
- 11.17%
$303.93 - $329.86 $523K - $568K
13.7K $4.49B
-5.15K
- 7.59%
$56.02 - $60.3 $288K - $310K
62.7K $3.75B
-2.59K
- 11.85%
$15.98 - $18.96 $41.4K - $49.1K
19.3K $314M
-561
- 2.64%
$30.23 - $34.41 $17K - $19.3K
20.7K $625M
-60
- 10.02%
$457.26 - $524.37 $27.4K - $31.5K
539 $246M
View all
Activity Summary
Buys All Purchases 34 New Holdings 6 Increased Positions 28 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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