Elevation Wealth Partners’s KE Holdings BEKE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.61K	Buy	+455	New	+$7.5K	﹤0.01%	943

Other funds holding BEKE

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return