Grant Private Wealth Management’s RingCentral RNG Stock Holding History

Grant Private Wealth Management’s Portfolio RNG Stock Details RNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$437K	Sell	11,214 -699	-6%	-$28.2K	0.18%	101
2026 Q1	$443K	Sell	11,913 -1,200	-9%	-$38.7K	0.24%	90
2025 Q4	$379K	Sell	13,113 -400	-3%	-$11.4K	0.23%	91
2025 Q3	$383K	Buy	+13,513	New	+$394K	0.24%	93
2025 Q2	–	Sell	-14,860	Closed	-$368K	–	127
2025 Q1	$368K	Sell	14,860 -1,500	-9%	-$46.8K	0.4%	74
2024 Q4	$576K	Buy	+16,360	New	+$588K	0.62%	39

Other funds holding RNG

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return