4Wealth Advisors
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4Wealth Advisors’s Coda Octopus Group CODA Stock Holding History

4Wealth Advisors’s Portfolio CODA Stock Details CODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$203K Buy
18,669
+6,235
+50% +$63.8K 0.14% 136
2026
Q2 		$119K Buy
+12,434
New +$144K 0.09% 146

Other funds holding CODA

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
InTrack Investment Management
InTrack Investment Management South Burlington, Vermont $207M AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Leonteq Securities AG
Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return

4Wealth Advisors's CODA Position: Q3 2026 in Review

4Wealth Advisors increased its Coda Octopus Group (CODA) stake by 50% in Q3 2026, buying an estimated $63.8K and bringing the position to 18,669 shares worth $203K. The position accounts for 0.14% of the portfolio, ranked #136.

4Wealth Advisors first reported a position in CODA in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold CODA as of Q3 2026.

  • 4Wealth Advisors held 18,669 shares of Coda Octopus Group worth $203K as of Q3 2026.
  • 4Wealth Advisors bought 6,235 Coda Octopus Group shares in Q3 2026, an estimated $63.8K.
  • Coda Octopus Group made up 0.14% of 4Wealth Advisors's portfolio in Q3 2026, its #136 holding.
  • 4Wealth Advisors first reported a position in Coda Octopus Group in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Coda Octopus Group as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.