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

Acumen Wealth 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 Q2	$196	Buy	+20	New	+$231	﹤0.01%	470

Other funds holding CODA

Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Caitong International Asset Management Hong Kong $729M AUM 1,176.99% 1-Year Est. Return

Acumen Wealth Advisors's CODA Position: Q2 2026 in Review

Acumen Wealth Advisors opened a new position in Coda Octopus Group (CODA) in Q2 2026: 20 shares worth $196. The stake represents ﹤0.01% of the portfolio and ranks #470 among its holdings.

12 funds tracked by Wall St. Rank hold CODA as of Q2 2026.

Acumen Wealth Advisors held 20 shares of Coda Octopus Group worth $196 as of Q2 2026.
Coda Octopus Group was a new Acumen Wealth Advisors position in Q2 2026.
Coda Octopus Group made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #470 holding.
12 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.