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Avion Wealth’s Peloton Interactive PTON Stock Holding History

Avion Wealth’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-100
Closed – – 1641
2026
Q2 		$0 Hold
100
– – ﹤0.01% 1672
2026
Q1 		$0 Hold
100
– – ﹤0.01% 1529
2025
Q4 		$0 Hold
100
– – ﹤0.01% 1521
2025
Q3 		$0 Hold
100
– – ﹤0.01% 1478
2025
Q2 		$0 Sell
100
-400
-80% -$2.6K ﹤0.01% 1520
2025
Q1 		$4K Hold
500
– – ﹤0.01% 597
2024
Q4 		$4K Hold
500
– – ﹤0.01% 595
2024
Q3 		$2K Buy
+500
New +$1.96K ﹤0.01% 708

Other funds holding PTON

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Technology Crossover Management IX
Technology Crossover Management IX Menlo Park, California $552M AUM 54.85% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Avion Wealth's PTON Position: Q3 2026 in Review

Avion Wealth sold out of Peloton Interactive (PTON) in Q3 2026, closing a stake of 100 shares.

Avion Wealth first reported a position in PTON in Q3 2024 and held it in 8 quarters. The position peaked at $4K in Q1 2025. 185 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

  • Avion Wealth reported no remaining Peloton Interactive position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 100 Peloton Interactive shares in Q3 2026.
  • Avion Wealth first reported a position in Peloton Interactive in Q3 2024 and held it in 8 quarters.
  • Avion Wealth's Peloton Interactive position peaked at $4K in Q1 2025.
  • 185 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.