Focus Partners Wealth
QUAD icon

Focus Partners Wealth’s Quad QUAD Stock Holding History

Focus Partners Wealth’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$140K Buy
21,136
+5,136
+32% +$33.2K ﹤0.01% 2473
2025
Q4 		$100K Sell
16,000
-3,977
-20% -$23.4K ﹤0.01% 2552
2025
Q3 		$125K Sell
19,977
-6,429
-24% -$39.6K ﹤0.01% 2112
2025
Q2 		$149K Sell
26,406
-20
-0.1% -$108 ﹤0.01% 1910
2025
Q1 		$144K Buy
+26,426
New +$168K ﹤0.01% 1785
2024
Q4 		– Sell
-17,500
Closed -$79.5K – 1963
2024
Q3 		$79.5K Buy
+17,500
New +$86.4K ﹤0.01% 1528

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VCM
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Geode Capital Management
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return