Farther Finance Advisors’s Zeo Energy ZEO Stock Holding History

Farther Finance Advisors’s Portfolio ZEO Stock Details ZEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3	Hold	4	–	–	﹤0.01%	5957
2026 Q1	$2	Hold	4	–	–	﹤0.01%	5739
2025 Q4	$4	Hold	4	–	–	﹤0.01%	5432
2025 Q3	$5	Buy	+4	New	+$8	﹤0.01%	4937

Other funds holding ZEO

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Farther Finance Advisors's ZEO Position: Q2 2026 in Review

Farther Finance Advisors held its Zeo Energy (ZEO) position steady in Q2 2026 at 4 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #5957.

Farther Finance Advisors first reported a position in ZEO in Q3 2025 and has held it in 4 quarters since. The position peaked at $5 in Q3 2025. 3 funds tracked by Wall St. Rank hold ZEO as of Q2 2026.

Farther Finance Advisors held 4 shares of Zeo Energy worth $3 as of Q2 2026.
Farther Finance Advisors left its Zeo Energy share count unchanged in Q2 2026.
Zeo Energy made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5957 holding.
Farther Finance Advisors first reported a position in Zeo Energy in Q3 2025 and has held it in 4 quarters since.
Farther Finance Advisors's Zeo Energy position peaked at $5 in Q3 2025.
3 funds tracked by Wall St. Rank held Zeo Energy as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.