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Essential Partners’s Alumis Inc ALMS Stock Holding History

Essential Partners’s Portfolio ALMS Stock Details ALMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.25K Hold
440
– – ﹤0.01% 1713
2026
Q2 		$12.4K Sell
440
-2,452
-85% -$57K 0.01% 1121
2026
Q1 		$63.7K Hold
2,892
– – 0.02% 540
2025
Q4 		$28.2K Hold
2,892
– – 0.01% 784
2025
Q3 		$11.5K Buy
+2,892
New +$11.9K ﹤0.01% 1111

Other funds holding ALMS

TC
Trium Capital London, United Kingdom $79.4M AUM 36.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's ALMS Position: Q3 2026 in Review

Essential Partners held its Alumis Inc (ALMS) position steady in Q3 2026 at 440 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Essential Partners first reported a position in ALMS in Q3 2025 and has held it in 5 quarters since. The position peaked at $63.7K in Q1 2026. 12 funds tracked by Wall St. Rank hold ALMS as of Q3 2026.

  • Essential Partners held 440 shares of Alumis Inc worth $3.25K as of Q3 2026.
  • Essential Partners left its Alumis Inc share count unchanged in Q3 2026.
  • Alumis Inc made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1713 holding.
  • Essential Partners first reported a position in Alumis Inc in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Alumis Inc position peaked at $63.7K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Alumis Inc as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.