Diversify Wealth Management
CURI icon

Diversify Wealth Management’s CuriosityStream CURI Stock Holding History

Diversify Wealth Management’s Portfolio CURI Stock Details CURI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-17,287
Closed -$42.2K – 1323
2026
Q2 		$42.2K Hold
17,287
– – ﹤0.01% 1238
2026
Q1 		$53.4K Buy
+17,287
New +$58.4K ﹤0.01% 1127

Other funds holding CURI

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Tradewinds Capital Management
Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
West Paces Advisors
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Diversify Wealth Management's CURI Position: Q3 2026 in Review

Diversify Wealth Management sold out of CuriosityStream (CURI) in Q3 2026, closing a stake of 17,287 shares — an estimated $42.2K sold.

Diversify Wealth Management first reported a position in CURI in Q1 2026 and held it in 2 quarters. The position peaked at $53.4K in Q1 2026. 14 funds tracked by Wall St. Rank hold CURI as of Q3 2026.

  • Diversify Wealth Management reported no remaining CuriosityStream position as of Q3 2026 after selling out during the quarter.
  • Diversify Wealth Management sold 17,287 CuriosityStream shares in Q3 2026, an estimated $42.2K.
  • Diversify Wealth Management first reported a position in CuriosityStream in Q1 2026 and held it in 2 quarters.
  • Diversify Wealth Management's CuriosityStream position peaked at $53.4K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held CuriosityStream as of Q3 2026.

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