Balance Wealth
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Balance Wealth’s Syntec Optics OPTX Stock Holding History

Balance Wealth’s Portfolio OPTX Stock Details OPTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$27.1K Buy
+3,287
New +$26K 0.01% 411

Other funds holding OPTX

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
American Capital Advisory
American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Balance Wealth's OPTX Position: Q3 2026 in Review

Balance Wealth opened a new position in Syntec Optics (OPTX) in Q3 2026: 3,287 shares worth $27.1K. The stake represents 0.01% of the portfolio and ranks #411 among its holdings.

10 funds tracked by Wall St. Rank hold OPTX as of Q3 2026.

  • Balance Wealth held 3,287 shares of Syntec Optics worth $27.1K as of Q3 2026.
  • Syntec Optics was a new Balance Wealth position in Q3 2026.
  • Syntec Optics made up 0.01% of Balance Wealth's portfolio in Q3 2026, its #411 holding.
  • 10 funds tracked by Wall St. Rank held Syntec Optics as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.