Diversify Advisory Services
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Diversify Advisory Services’s Zeo Energy ZEO Stock Holding History

Diversify Advisory Services’s Portfolio ZEO Stock Details ZEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.94K Buy
+10,836
New +$4.88K ﹤0.01% 1276

Other funds holding ZEO

Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Diversify Advisory Services's ZEO Position: Q3 2026 in Review

Diversify Advisory Services opened a new position in Zeo Energy (ZEO) in Q3 2026: 10,836 shares worth $2.94K. The stake represents ﹤0.01% of the portfolio and ranks #1276 among its holdings.

6 funds tracked by Wall St. Rank hold ZEO as of Q3 2026.

  • Diversify Advisory Services held 10,836 shares of Zeo Energy worth $2.94K as of Q3 2026.
  • Zeo Energy was a new Diversify Advisory Services position in Q3 2026.
  • Zeo Energy made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1276 holding.
  • 6 funds tracked by Wall St. Rank held Zeo Energy as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.