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Comprehensive Financial Planning’s Wrap Technologies WRAP Stock Holding History

Comprehensive Financial Planning’s Portfolio WRAP Stock Details WRAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$154 Hold
100
– – ﹤0.01% 376
2025
Q4 		$238 Hold
100
– – ﹤0.01% 397
2025
Q3 		$217 Hold
100
– – ﹤0.01% 333
2025
Q2 		$156 Hold
100
– – ﹤0.01% 327
2025
Q1 		$171 Hold
100
– – ﹤0.01% 319
2024
Q4 		$212 Buy
+100
New +$165 ﹤0.01% 341

Other funds holding WRAP

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Comprehensive Financial Planning's WRAP Position: Q1 2026 in Review

Comprehensive Financial Planning held its Wrap Technologies (WRAP) position steady in Q1 2026 at 100 shares worth $154. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Comprehensive Financial Planning first reported a position in WRAP in Q4 2024 and has held it in 6 quarters since. The position peaked at $238 in Q4 2025. 60 funds tracked by Wall St. Rank hold WRAP as of Q1 2026.

  • Comprehensive Financial Planning held 100 shares of Wrap Technologies worth $154 as of Q1 2026.
  • Comprehensive Financial Planning left its Wrap Technologies share count unchanged in Q1 2026.
  • Wrap Technologies made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #376 holding.
  • Comprehensive Financial Planning first reported a position in Wrap Technologies in Q4 2024 and has held it in 6 quarters since.
  • Comprehensive Financial Planning's Wrap Technologies position peaked at $238 in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Wrap Technologies as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.