EWP
CRCL

Elevation Wealth Partners’s Circle Internet Group CRCL Stock Holding History

Elevation Wealth Partners’s Portfolio CRCL Stock Details CRCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-30
Closed -$1.88K – 1422
2026
Q2 		$1.88K Buy
+30
New +$2.92K ﹤0.01% 1210

Other funds holding CRCL

NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Elevation Wealth Partners sold out of Circle Internet Group (CRCL) in Q3 2026, closing a stake of 30 shares — an estimated $1.88K sold.

Elevation Wealth Partners first reported a position in CRCL in Q2 2026 and held it in 1 quarter. The position peaked at $1.88K in Q2 2026. 23 funds tracked by Wall St. Rank hold CRCL as of Q3 2026.

  • Elevation Wealth Partners reported no remaining Circle Internet Group position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 30 Circle Internet Group shares in Q3 2026, an estimated $1.88K.
  • Elevation Wealth Partners first reported a position in Circle Internet Group in Q2 2026 and held it in 1 quarter.
  • Elevation Wealth Partners's Circle Internet Group position peaked at $1.88K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Circle Internet Group as of Q3 2026.

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