DWM
ZEO

Diversify Wealth Management’s Zeo Energy ZEO Stock Holding History

Diversify Wealth Management’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
2024
Q3 		– Sell
-100,000
Closed -$380K – 503
2024
Q2 		$380K Buy
+100,000
New +$473K 0.05% 321

Other funds holding ZEO

KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Diversify Wealth Management's ZEO Position: Q3 2024 in Review

Diversify Wealth Management sold out of Zeo Energy (ZEO) in Q3 2024, closing a stake of 100,000 shares — an estimated $380K sold.

Diversify Wealth Management first reported a position in ZEO in Q2 2024 and held it in 1 quarter. The position peaked at $380K in Q2 2024. 7 funds tracked by Wall St. Rank hold ZEO as of Q3 2024.

  • Diversify Wealth Management reported no remaining Zeo Energy position as of Q3 2024 after selling out during the quarter.
  • Diversify Wealth Management sold 100,000 Zeo Energy shares in Q3 2024, an estimated $380K.
  • Diversify Wealth Management first reported a position in Zeo Energy in Q2 2024 and held it in 1 quarter.
  • Diversify Wealth Management's Zeo Energy position peaked at $380K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Zeo Energy as of Q3 2024.

Based on Diversify Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.