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Cherry Tree Wealth Management, LLC → TEX
Cherry Tree Wealth Management, LLC TEX Position History
Terex Corporation • Industrials
Quarters held
5
Latest value
$9K
Q3 2026
Peak value
$12K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8K |
| Q4 2025 | $9K |
| Q1 2026 | $10K |
| Q2 2026 | $12K |
| Q3 2026 | $9K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9K | 165 | — | — |
| Q2 2026 | $12K | 165 | — | — |
| Q1 2026 | $10K | 165 | — | — |
| Q4 2025 | $9K | 165 | — | — |
| Q3 2025 | $8K | 165 | — | — |
Other funds holding TEX
$338.8M
$319.3M
$316.7M
$316.7M
$310.7M
$310.7M
$303.9M