AE Wealth Management LLC

Position in CON — Concentra Group Holdings Parent, Inc.

CIK 1697723 TOPEKA, KS

Position in CON

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$271,050

+$55,486 QoQ

Shares Held

12,637

+15.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Mar 31, 2026

AE Wealth Management LLC holds $6,342,302 across 5 Medical Care Facilities names. CON ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NHC	National Healthcare Corp	22,274	$3,557,154
2	HCA	HCA Healthcare, Inc.	2,854	$1,350,607
3	ENSG	Ensign Group, Inc	4,656	$938,176
4	CON	Concentra Group Holdings Parent, Inc. This page	12,637	$271,050
5	UHS	Universal Health Services Inc	1,259	$225,315

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$271,050	12,637	+15.4%	Shares	Other	2026-05-13
2025-12-31	$215,564	10,954	—	Shares	Other	2026-01-26
No filing history on record for this holder in this stock.