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
2026 Q3	$2.94K	Buy	+10,836	New	+$4.88K	﹤0.01%	1276
2024 Q3	–	Sell	-100,000	Closed	-$380K	–	503
2024 Q2	$380K	Buy	+100,000	New	+$473K	0.05%	321

Other funds holding ZEO

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Diversify Wealth Management 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. This is a return to the name: Diversify Wealth Management previously reported a position in ZEO as recently as Q2 2024.

Diversify Wealth Management first reported a position in ZEO in Q2 2024 and has held it in 2 quarters since. The position peaked at $380K in Q2 2024. 5 funds tracked by Wall St. Rank hold ZEO as of Q3 2026.

Diversify Wealth Management held 10,836 shares of Zeo Energy worth $2.94K as of Q3 2026.
Zeo Energy was a new Diversify Wealth Management position in Q3 2026.
Zeo Energy made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1276 holding.
Diversify Wealth Management first reported a position in Zeo Energy in Q2 2024 and has held it in 2 quarters since.
Diversify Wealth Management's Zeo Energy position peaked at $380K in Q2 2024.
5 funds tracked by Wall St. Rank held Zeo Energy as of Q3 2026.

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