HB Wealth Management’s Shoals Technologies Group SHLS Stock Holding History

HB Wealth Management’s Portfolio SHLS Stock Details SHLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$91K	Buy	+11,236	New	+$94.6K	﹤0.01%	1812

Other funds holding SHLS

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Trium Capital London, United Kingdom $79.4M AUM 36.67% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

HB Wealth Management's SHLS Position: Q3 2026 in Review

HB Wealth Management opened a new position in Shoals Technologies Group (SHLS) in Q3 2026: 11,236 shares worth $91K. The stake represents ﹤0.01% of the portfolio and ranks #1812 among its holdings.

32 funds tracked by Wall St. Rank hold SHLS as of Q3 2026.

HB Wealth Management held 11,236 shares of Shoals Technologies Group worth $91K as of Q3 2026.
Shoals Technologies Group was a new HB Wealth Management position in Q3 2026.
Shoals Technologies Group made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1812 holding.
32 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.