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Elevation Wealth Partners’s Concentrix CNXC Stock Holding History

Elevation Wealth Partners’s Portfolio CNXC Stock Details CNXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$22.7K Buy
908
+319
+54% +$8.34K 0.01% 643
2026
Q2 		$13.2K Sell
589
-77
-12% -$2.01K ﹤0.01% 722
2026
Q1 		$18.2K Sell
666
-92
-12% -$3.27K 0.01% 399
2025
Q4 		$31.5K Sell
758
-188
-20% -$7.63K 0.01% 299
2025
Q3 		$43.7K Hold
946
– – 0.02% 257
2025
Q2 		$50K Sell
946
-211
-18% -$11.1K 0.02% 236
2025
Q1 		$64.4K Sell
1,157
-471
-29% -$22.6K 0.03% 205
2024
Q4 		$70.4K Sell
1,628
-607
-27% -$27K 0.03% 201
2024
Q3 		$115K Hold
2,235
– – 0.05% 153
2024
Q2 		$141K Hold
2,235
– – 0.07% 136
2024
Q1 		$148K Hold
2,235
– – 0.07% 128
2023
Q4 		$179K Hold
2,235
– – 0.11% 111
2023
Q3 		$179K Hold
2,235
– – 0.15% 68
2023
Q2 		$180K Hold
2,235
– – 0.15% 69
2023
Q1 		$272K Buy
+2,235
New +$304K 0.25% 50

Other funds holding CNXC

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Elevation Wealth Partners increased its Concentrix (CNXC) stake by 54% in Q3 2026, buying an estimated $8.34K and bringing the position to 908 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #643.

Elevation Wealth Partners first reported a position in CNXC in Q1 2023 and has held it in 15 quarters since. The position peaked at $272K in Q1 2023. 11 funds tracked by Wall St. Rank hold CNXC as of Q3 2026.

  • Elevation Wealth Partners held 908 shares of Concentrix worth $22.7K as of Q3 2026.
  • Elevation Wealth Partners bought 319 Concentrix shares in Q3 2026, an estimated $8.34K.
  • Concentrix made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #643 holding.
  • Elevation Wealth Partners first reported a position in Concentrix in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Concentrix position peaked at $272K in Q1 2023.
  • 11 funds tracked by Wall St. Rank held Concentrix as of Q3 2026.

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