Elevation Wealth Partners’s Allegro MicroSystems ALGM Stock Holding History

Elevation Wealth Partners’s Portfolio ALGM Stock Details ALGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.04K	Buy	+56	New	+$2.35K	﹤0.01%	1233

Other funds holding ALGM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

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

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Elevation Wealth Partners's ALGM Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in Allegro MicroSystems (ALGM) in Q3 2026: 56 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #1233 among its holdings.

14 funds tracked by Wall St. Rank hold ALGM as of Q3 2026.

Elevation Wealth Partners held 56 shares of Allegro MicroSystems worth $2.04K as of Q3 2026.
Allegro MicroSystems was a new Elevation Wealth Partners position in Q3 2026.
Allegro MicroSystems made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1233 holding.
14 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.