Green Alpha Advisors’s Flex FLEX Stock Holding History

Green Alpha Advisors’s Portfolio FLEX Stock Details FLEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.03M	Sell	9,361 -4,955	-35%	-$587K	0.7%	38
2026 Q2	$2.32M	Sell	14,316 -74	-0.5%	-$8.97K	1.56%	19
2026 Q1	$942K	Sell	14,390 -445	-3%	-$28.5K	0.93%	28
2025 Q4	$896K	Sell	14,835 -602	-4%	-$37.2K	0.82%	37
2025 Q3	$895K	Sell	15,437 -740	-5%	-$39.3K	0.86%	36
2025 Q2	$808K	Sell	16,177 -1,048	-6%	-$40.8K	0.77%	43
2025 Q1	$570K	Sell	17,225 -153	-0.9%	-$5.99K	0.61%	54
2024 Q4	$667K	Sell	17,378 -2,319	-12%	-$85.8K	0.54%	65
2024 Q3	$658K	Sell	19,697 -244	-1%	-$7.5K	0.52%	73
2024 Q2	$588K	Sell	19,941 -1,174	-6%	-$35.1K	0.47%	79
2024 Q1	$604K	Sell	21,115 -6,939	-25%	-$182K	0.44%	89
2023 Q4	$644K	Sell	28,054 -25,551	-48%	-$511K	0.46%	89
2023 Q3	$1.09M	Sell	53,605 -19,154	-26%	-$388K	0.84%	39
2023 Q2	$1.52M	Buy	72,759 +1,251	+2%	+$22.3K	0.99%	31
2023 Q1	$1.24M	Sell	71,508 -863	-1%	-$14.9K	0.87%	44
2022 Q4	$1.17M	Sell	72,371 -414	-0.6%	-$6.21K	0.97%	34
2022 Q3	$914K	Sell	72,785 -1,102	-1%	-$14.1K	0.77%	46
2022 Q2	$806K	Sell	73,887 -5,677	-7%	-$70.3K	0.19%	90
2022 Q1	$1.11M	Buy	79,564 +2,281	+3%	+$29.1K	0.75%	55
2021 Q4	$1.07M	Buy	77,283 +577	+0.8%	+$7.81K	0.72%	64
2021 Q3	$1.02M	Buy	76,706 +3,104	+4%	+$41.7K	0.71%	67
2021 Q2	$991K	Buy	+73,602	New	+$1,000K	0.67%	68

Other funds holding FLEX

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

SRM

Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

VFP

Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return

Green Alpha Advisors's FLEX Position: Q3 2026 in Review

Green Alpha Advisors reduced its Flex (FLEX) stake by 35% in Q3 2026, selling an estimated $587K and leaving 9,361 shares worth $1.03M. The position accounts for 0.7% of the portfolio, ranked #38.

Green Alpha Advisors first reported a position in FLEX in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.32M in Q2 2026. 22 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

Green Alpha Advisors held 9,361 shares of Flex worth $1.03M as of Q3 2026.
Green Alpha Advisors sold 4,955 Flex shares in Q3 2026, an estimated $587K.
Flex made up 0.7% of Green Alpha Advisors's portfolio in Q3 2026, its #38 holding.
Green Alpha Advisors first reported a position in Flex in Q2 2021 and has held it in 22 quarters since.
Green Alpha Advisors's Flex position peaked at $2.32M in Q2 2026.
22 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Green Alpha Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.