Ameliora Wealth Management’s Citigroup C Stock Holding History

Ameliora Wealth Management’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.1M	Hold	36,160	–	–	1.31%	22
2025 Q4	$4.22M	Buy	36,160 +655	+2%	+$68K	1.29%	23
2025 Q3	$3.6M	Buy	35,505 +2,915	+9%	+$277K	1.2%	24
2025 Q2	$2.77M	Hold	32,590	–	–	0.99%	28
2025 Q1	$2.31M	Hold	32,590	–	–	0.87%	27
2024 Q4	$2.29M	Buy	32,590 +31,500	+2,890%	+$2.12M	0.86%	28
2024 Q3	$68.2K	Hold	1,090	–	–	0.03%	106
2024 Q2	$69.2K	Hold	1,090	–	–	0.03%	113
2024 Q1	$68.9K	Hold	1,090	–	–	0.03%	124
2023 Q4	$56.1K	Sell	1,090 -5,175	-83%	-$229K	0.03%	112
2023 Q3	$258K	Hold	6,265	–	–	0.15%	71
2023 Q2	$288K	Hold	6,265	–	–	0.18%	74
2023 Q1	$294K	Buy	6,265 +5,175	+475%	+$254K	0.17%	78
2022 Q4	$49.3K	Sell	1,090 -800	-42%	-$36.3K	0.03%	144
2022 Q3	$77K	Buy	+1,890	New	+$93.4K	0.04%	112

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameliora Wealth Management's C Position: Q1 2026 in Review

Ameliora Wealth Management held its Citigroup (C) position steady in Q1 2026 at 36,160 shares worth $4.1M. The position accounts for 1.31% of the portfolio, ranked #22.

Ameliora Wealth Management first reported a position in C in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.22M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Ameliora Wealth Management held 36,160 shares of Citigroup worth $4.1M as of Q1 2026.
Ameliora Wealth Management left its Citigroup share count unchanged in Q1 2026.
Citigroup made up 1.31% of Ameliora Wealth Management's portfolio in Q1 2026, its #22 holding.
Ameliora Wealth Management first reported a position in Citigroup in Q3 2022 and has held it in 15 quarters since.
Ameliora Wealth Management's Citigroup position peaked at $4.22M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Ameliora Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.