Activest Wealth Management’s Workhorse Group WKHS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6	Hold	2	–	–	﹤0.01%	1048
2026 Q2	$6	Buy	2 +1	+100%	+$3	﹤0.01%	1335
2026 Q1	$3	Hold	1	–	–	﹤0.01%	1228
2025 Q4	$5	Hold	1	–	–	﹤0.01%	1117
2025 Q3	$9	Hold	1	–	–	﹤0.01%	1131
2025 Q2	$9	Hold	1	–	–	﹤0.01%	1025
2025 Q1	$15	Hold	1	–	–	﹤0.01%	1022
2024 Q4	$70	Hold	1	–	–	﹤0.01%	721
2024 Q3	$87	Hold	1	–	–	﹤0.01%	527
2024 Q2	$157	Buy	+1	New	+$524	﹤0.01%	488

Other funds holding WKHS

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

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

Activest Wealth Management held its Workhorse Group (WKHS) position steady in Q3 2026 at 2 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Activest Wealth Management first reported a position in WKHS in Q2 2024 and has held it in 10 quarters since. The position peaked at $157 in Q2 2024. 18 funds tracked by Wall St. Rank hold WKHS as of Q3 2026.

Activest Wealth Management held 2 shares of Workhorse Group worth $6 as of Q3 2026.
Activest Wealth Management left its Workhorse Group share count unchanged in Q3 2026.
Workhorse Group made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #1048 holding.
Activest Wealth Management first reported a position in Workhorse Group in Q2 2024 and has held it in 10 quarters since.
Activest Wealth Management's Workhorse Group position peaked at $157 in Q2 2024.
18 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2026.

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