Activest Wealth Management’s Lineage Inc LINE Stock Holding History

Activest Wealth Management’s Portfolio LINE Stock Details LINE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.72K	Sell	285 -67	-19%	-$2.72K	﹤0.01%	588
2026 Q2	$15.2K	Buy	352 +158	+81%	+$6.21K	﹤0.01%	499
2026 Q1	$6.36K	Buy	194 +142	+273%	+$5.26K	﹤0.01%	780
2025 Q4	$1.82K	Buy	+52	New	+$1.92K	﹤0.01%	900
2025 Q1	–	Sell	-1	Closed	-$58	–	1183
2024 Q4	$59	Buy	+1	New	+$68	﹤0.01%	736

Other funds holding LINE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

LCM

LDR Capital Management New York $81M AUM 5.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

Activest Wealth Management's LINE Position: Q3 2026 in Review

Activest Wealth Management reduced its Lineage Inc (LINE) stake by 19% in Q3 2026, selling an estimated $2.72K and leaving 285 shares worth $9.72K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Activest Wealth Management first reported a position in LINE in Q4 2024 and has held it in 5 quarters since. The position peaked at $15.2K in Q2 2026. 24 funds tracked by Wall St. Rank hold LINE as of Q3 2026.

Activest Wealth Management held 285 shares of Lineage Inc worth $9.72K as of Q3 2026.
Activest Wealth Management sold 67 Lineage Inc shares in Q3 2026, an estimated $2.72K.
Lineage Inc made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #588 holding.
Activest Wealth Management first reported a position in Lineage Inc in Q4 2024 and has held it in 5 quarters since.
Activest Wealth Management's Lineage Inc position peaked at $15.2K in Q2 2026.
24 funds tracked by Wall St. Rank held Lineage Inc as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.