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Comprehensive Financial Planning’s Mobix Labs MOBX Stock Holding History

Comprehensive Financial Planning’s Portfolio MOBX Stock Details MOBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-63
Closed -$504 – 424
2025
Q3 		$504 Hold
63
– – ﹤0.01% 323
2025
Q2 		$478 Hold
63
– – ﹤0.01% 314
2025
Q1 		$558 Sell
63
-250
-80% -$2.93K ﹤0.01% 308
2024
Q4 		$5.31K Buy
+313
New +$3.19K ﹤0.01% 274

Other funds holding MOBX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Comprehensive Financial Planning's MOBX Position: Q4 2025 in Review

Comprehensive Financial Planning sold out of Mobix Labs (MOBX) in Q4 2025, closing a stake of 63 shares — an estimated $504 sold.

Comprehensive Financial Planning first reported a position in MOBX in Q4 2024 and held it in 4 quarters. The position peaked at $5.31K in Q4 2024. 24 funds tracked by Wall St. Rank hold MOBX as of Q4 2025.

  • Comprehensive Financial Planning reported no remaining Mobix Labs position as of Q4 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 63 Mobix Labs shares in Q4 2025, an estimated $504.
  • Comprehensive Financial Planning first reported a position in Mobix Labs in Q4 2024 and held it in 4 quarters.
  • Comprehensive Financial Planning's Mobix Labs position peaked at $5.31K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held Mobix Labs as of Q4 2025.

Based on Comprehensive Financial Planning's 13F filing for Q4 2025, filed 11 Feb 2026.