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Elevation Wealth Partners’s Lear LEA Stock Holding History

Elevation Wealth Partners’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$945 Sell
8
-44
-85% -$5.69K ﹤0.01% 1302
2026
Q2 		$6.97K Buy
52
+44
+550% +$5.89K ﹤0.01% 932
2026
Q1 		$969 Buy
+8
New +$997 ﹤0.01% 999

Other funds holding LEA

AWA
Arbor Wealth Advisors Troy, Michigan $161M AUM 16.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

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

Elevation Wealth Partners reduced its Lear (LEA) stake by 85% in Q3 2026, selling an estimated $5.69K and leaving 8 shares worth $945. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Elevation Wealth Partners first reported a position in LEA in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.97K in Q2 2026. 16 funds tracked by Wall St. Rank hold LEA as of Q3 2026.

  • Elevation Wealth Partners held 8 shares of Lear worth $945 as of Q3 2026.
  • Elevation Wealth Partners sold 44 Lear shares in Q3 2026, an estimated $5.69K.
  • Lear made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1302 holding.
  • Elevation Wealth Partners first reported a position in Lear in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Lear position peaked at $6.97K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Lear as of Q3 2026.

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