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Elevation Wealth Partners’s Coherent COHR Stock Holding History

Elevation Wealth Partners’s Portfolio COHR Stock Details COHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.44K Sell
5
-7
-58% -$2.1K ﹤0.01% 1280
2026
Q2 		$4.73K Buy
+12
New +$4.25K ﹤0.01% 1032

Other funds holding COHR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM

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

Elevation Wealth Partners reduced its Coherent (COHR) stake by 58% in Q3 2026, selling an estimated $2.1K and leaving 5 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Elevation Wealth Partners first reported a position in COHR in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.73K in Q2 2026. 32 funds tracked by Wall St. Rank hold COHR as of Q3 2026.

  • Elevation Wealth Partners held 5 shares of Coherent worth $1.44K as of Q3 2026.
  • Elevation Wealth Partners sold 7 Coherent shares in Q3 2026, an estimated $2.1K.
  • Coherent made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1280 holding.
  • Elevation Wealth Partners first reported a position in Coherent in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's Coherent position peaked at $4.73K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Coherent as of Q3 2026.

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