Private Wealth Management Group, LLC
Position in WERN — Werner Enterprises Inc
CIK 2011342
PRINCETON, NJ
Position in WERN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,357
+$1,093 QoQ
Shares Held
77
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#240
of 267 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WERN Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026Private Wealth Management Group, LLC holds $453,919 across 8 Trucking names. WERN ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XPO |
XPO, Inc.
|
2,047 | $420,228 | |
| 2 | SNDR |
Schneider National, Inc.
|
230 | $8,401 | |
| 3 | ODFL |
Old Dominion Freight Line, Inc.
|
36 | $7,797 | |
| 4 | KNX |
Knight-Swift Transportation Holdings Inc.
|
100 | $7,787 | |
| 5 | MRTN |
Marten Transport Ltd
|
243 | $4,216 | |
| 6 | WERN |
Werner Enterprises Inc
This page
|
77 | $3,357 | |
| 7 | ARCB |
Arcbest Corp /Tx/
|
9 | $1,291 | |
| 8 | SAIA |
Saia Inc
|
2 | $842 |
All Filings in WERN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,357 | 77 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,264 | 77 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,310 | 77 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,632 | 100 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,736 | 100 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $966 | 33 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,987 | 111 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,283 | 111 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,977 | 111 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||