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Elevation Wealth Partners’s X-Energy Inc XE Stock Holding History

Elevation Wealth Partners’s Portfolio XE Stock Details XE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.72K Buy
+121
New +$2.08K ﹤0.01% 1255

Other funds holding XE

SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Elevation Wealth Partners opened a new position in X-Energy Inc (XE) in Q3 2026: 121 shares worth $1.72K. The stake represents ﹤0.01% of the portfolio and ranks #1255 among its holdings.

16 funds tracked by Wall St. Rank hold XE as of Q3 2026.

  • Elevation Wealth Partners held 121 shares of X-Energy Inc worth $1.72K as of Q3 2026.
  • X-Energy Inc was a new Elevation Wealth Partners position in Q3 2026.
  • X-Energy Inc made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1255 holding.
  • 16 funds tracked by Wall St. Rank held X-Energy Inc as of Q3 2026.

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