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Briaud Financial Planning’s Coherent COHR Stock Holding History

Briaud Financial Planning’s Portfolio COHR Stock Details COHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-50
Closed -$4K – 80
2025
Q2 		$4K Hold
50
– – ﹤0.01% 290
2025
Q1 		$3K Hold
50
– – ﹤0.01% 172
2024
Q4 		$4K Buy
+50
New +$5K ﹤0.01% 161

Other funds holding COHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Briaud Financial Planning's COHR Position: Q3 2025 in Review

Briaud Financial Planning sold out of Coherent (COHR) in Q3 2025, closing a stake of 50 shares — an estimated $4K sold.

Briaud Financial Planning first reported a position in COHR in Q4 2024 and held it in 3 quarters. The position peaked at $4K in Q2 2025. 701 funds tracked by Wall St. Rank hold COHR as of Q3 2025.

  • Briaud Financial Planning reported no remaining Coherent position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 50 Coherent shares in Q3 2025, an estimated $4K.
  • Briaud Financial Planning first reported a position in Coherent in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's Coherent position peaked at $4K in Q2 2025.
  • 701 funds tracked by Wall St. Rank held Coherent as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.