Athena Wealth Management
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Athena Wealth Management’s ASE Group ASX Stock Holding History

Athena Wealth Management’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$226K Sell
5,074
-5,038
-50% -$197K 0.16% 99
2026
Q2 		$456K Sell
10,112
-83
-0.8% -$2.79K 0.34% 58
2026
Q1 		$221K Sell
10,195
-694
-6% -$14.6K 0.18% 100
2025
Q4 		$175K Buy
+10,889
New +$155K 0.17% 104

Other funds holding ASX

Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Gunderson Capital Management
Gunderson Capital Management Mt. Pleasant, South Carolina $359M AUM 176.83% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Athena Wealth Management's ASX Position: Q3 2026 in Review

Athena Wealth Management reduced its ASE Group (ASX) stake by 50% in Q3 2026, selling an estimated $197K and leaving 5,074 shares worth $226K. The position accounts for 0.16% of the portfolio, ranked #99.

Athena Wealth Management first reported a position in ASX in Q4 2025 and has held it in 4 quarters since. The position peaked at $456K in Q2 2026. 101 funds tracked by Wall St. Rank hold ASX as of Q3 2026.

  • Athena Wealth Management held 5,074 shares of ASE Group worth $226K as of Q3 2026.
  • Athena Wealth Management sold 5,038 ASE Group shares in Q3 2026, an estimated $197K.
  • ASE Group made up 0.16% of Athena Wealth Management's portfolio in Q3 2026, its #99 holding.
  • Athena Wealth Management first reported a position in ASE Group in Q4 2025 and has held it in 4 quarters since.
  • Athena Wealth Management's ASE Group position peaked at $456K in Q2 2026.
  • 101 funds tracked by Wall St. Rank held ASE Group as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.