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Graetz Wealth LLC → CW

Graetz Wealth LLC CW Position History

Curtiss-Wright Corporation • Industrials

Quarters held
4
Latest value
$2.9M
Q3 2026
Peak value
$3.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.6M
Q1 2026$3.1M
Q2 2026$3.6M
Q3 2026$2.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.9M28.7K——
Q2 2026$3.6M33.2K——
Q1 2026$3.1M34.4K——
Q4 2025$2.6M28.9K——

Other funds holding CW

Other Graetz Wealth LLC positions

VGES

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$12.1M
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Vanguard S&P 500 ETF

$10.4M
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VANGUARD INDEX FDS

$8.9M
QQQ

INVESCO QQQ TR

$8.8M
QQQ

INVESCO QQQ TR

$8.5M
QQQ

Invesco QQQ Trust, Series 1

$7.9M
VGES

VANGUARD INTERMEDIATE TERM COR ETF

$7.4M