Centurion Wealth Management
SHLD icon

Centurion Wealth Management’s Global X Defense Tech ETF SHLD Stock Holding History

Centurion Wealth Management’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,022
Closed -$240K – 300
2026
Q2 		$240K Sell
4,022
-655
-14% -$43.6K 0.06% 252
2026
Q1 		$331K Buy
+4,677
New +$348K 0.07% 219

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Centurion Wealth Management's SHLD Position: Q3 2026 in Review

Centurion Wealth Management sold out of Global X Defense Tech ETF (SHLD) in Q3 2026, closing a stake of 4,022 shares — an estimated $240K sold.

Centurion Wealth Management first reported a position in SHLD in Q1 2026 and held it in 2 quarters. The position peaked at $331K in Q1 2026. 536 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • Centurion Wealth Management reported no remaining Global X Defense Tech ETF position as of Q3 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 4,022 Global X Defense Tech ETF shares in Q3 2026, an estimated $240K.
  • Centurion Wealth Management first reported a position in Global X Defense Tech ETF in Q1 2026 and held it in 2 quarters.
  • Centurion Wealth Management's Global X Defense Tech ETF position peaked at $331K in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

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