GWM
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Greenline Wealth Management’s Argan AGX Stock Holding History

Greenline Wealth Management’s Portfolio AGX Stock Details AGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-136
Closed -$42.6K – 107
2025
Q4 		$42.6K Buy
+136
New +$43.2K 0.04% 210

Other funds holding AGX

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First Trust Advisors
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenline Wealth Management's AGX Position: Q1 2026 in Review

Greenline Wealth Management sold out of Argan (AGX) in Q1 2026, closing a stake of 136 shares — an estimated $42.6K sold.

Greenline Wealth Management first reported a position in AGX in Q4 2025 and held it in 1 quarter. The position peaked at $42.6K in Q4 2025. 496 funds tracked by Wall St. Rank hold AGX as of Q1 2026.

  • Greenline Wealth Management reported no remaining Argan position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 136 Argan shares in Q1 2026, an estimated $42.6K.
  • Greenline Wealth Management first reported a position in Argan in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Argan position peaked at $42.6K in Q4 2025.
  • 496 funds tracked by Wall St. Rank held Argan as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.