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Elevation Wealth Partners’s Illumina ILMN Stock Holding History

Elevation Wealth Partners’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$79.9K Buy
292
+48
+20% +$10.1K 0.02% 245
2026
Q2 		$42.9K Buy
244
+84
+53% +$12.3K 0.01% 345
2026
Q1 		$19.7K Buy
160
+11
+7% +$1.44K 0.01% 378
2025
Q4 		$19.5K Buy
149
+6
+4% +$704 0.01% 375
2025
Q3 		$13.6K Buy
143
+40
+39% +$3.97K ﹤0.01% 367
2025
Q2 		$9.83K Hold
103
– – ﹤0.01% 369
2025
Q1 		$8.17K Hold
103
– – ﹤0.01% 378
2024
Q4 		$13.8K Hold
103
– – 0.01% 344
2024
Q3 		$13.4K Hold
103
– – 0.01% 333
2024
Q2 		$10.8K Sell
103
-3
-3% -$337 0.01% 342
2024
Q1 		$14.1K Hold
106
– – 0.01% 326
2023
Q4 		$14.1K Hold
106
– – 0.01% 305
2023
Q3 		$14.1K Hold
106
– – 0.01% 227
2023
Q2 		$19.3K Hold
106
– – 0.02% 215
2023
Q1 		$24K Buy
+106
New +$21.7K 0.02% 204

Other funds holding ILMN

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

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

Elevation Wealth Partners increased its Illumina (ILMN) stake by 20% in Q3 2026, buying an estimated $10.1K and bringing the position to 292 shares worth $79.9K. The position accounts for 0.02% of the portfolio, ranked #245.

Elevation Wealth Partners first reported a position in ILMN in Q1 2023 and has held it in 15 quarters since. 36 funds tracked by Wall St. Rank hold ILMN as of Q3 2026.

  • Elevation Wealth Partners held 292 shares of Illumina worth $79.9K as of Q3 2026.
  • Elevation Wealth Partners bought 48 Illumina shares in Q3 2026, an estimated $10.1K.
  • Illumina made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #245 holding.
  • Elevation Wealth Partners first reported a position in Illumina in Q1 2023 and has held it in 15 quarters since.
  • 36 funds tracked by Wall St. Rank held Illumina as of Q3 2026.

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