Dogwood Wealth Management’s Stem STEM Stock Holding History

Dogwood Wealth Management’s Portfolio STEM Stock Details STEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$86	Hold	11	–	–	﹤0.01%	839
2026 Q1	$97	Hold	11	–	–	﹤0.01%	841
2025 Q4	$166	Hold	11	–	–	﹤0.01%	701
2025 Q3	$193	Hold	11	–	–	﹤0.01%	695
2025 Q2	$99	Sell	11 -1	-8%	-$9	﹤0.01%	675
2025 Q1	$81	Hold	12	–	–	﹤0.01%	519
2024 Q4	$139	Buy	+12	New	+$103	﹤0.01%	264

Other funds holding STEM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return