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Elevation Wealth Partners’s SentinelOne S Stock Holding History

Elevation Wealth Partners’s Portfolio S Stock Details S Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10K Hold
422
– – ﹤0.01% 891
2026
Q2 		$7.16K Buy
+422
New +$6.49K ﹤0.01% 923

Other funds holding S

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

Elevation Wealth Partners held its SentinelOne (S) position steady in Q3 2026 at 422 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Elevation Wealth Partners first reported a position in S in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold S as of Q3 2026.

  • Elevation Wealth Partners held 422 shares of SentinelOne worth $10K as of Q3 2026.
  • Elevation Wealth Partners left its SentinelOne share count unchanged in Q3 2026.
  • SentinelOne made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #891 holding.
  • Elevation Wealth Partners first reported a position in SentinelOne in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held SentinelOne as of Q3 2026.

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