EWP
EOCN

Elevation Wealth Partners’s Eocene Ltd. Ordinary Shares EOCN Stock Holding History

Elevation Wealth Partners’s Portfolio EOCN Stock Details EOCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Hold
0
– – – 1305
2026
Q1 		– Hold
0
– – – 1076
2025
Q4 		– Hold
0
– – – 959
2025
Q3 		– Hold
0
– – – 870
2025
Q2 		– Hold
0
– – – 486
2025
Q1 		– Hold
0
– – – 496
2024
Q4 		– Hold
0
– – – 500
2024
Q3 		– Hold
0
– – – 479
2024
Q2 		– Hold
0
– – – 511
2024
Q1 		– Hold
0
– – – 479
2023
Q4 		– Hold
0
– – – 445
2023
Q3 		– Hold
0
– – – 348
2023
Q2 		– Hold
0
– – – 339
2023
Q1 		– Hold
0
– – – 336

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HF
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XT
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TSS
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SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return