High Note Wealth’s Benchmark Electronics BHE Stock Holding History

High Note Wealth’s Portfolio BHE Stock Details BHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-51	Closed	-$1.98K	–	882
2025 Q2	$1.98K	Buy	+51	New	+$1.86K	﹤0.01%	658

Other funds holding BHE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

High Note Wealth's BHE Position: Q3 2025 in Review

High Note Wealth sold out of Benchmark Electronics (BHE) in Q3 2025, closing a stake of 51 shares — an estimated $1.98K sold.

High Note Wealth first reported a position in BHE in Q2 2025 and held it in 1 quarter. The position peaked at $1.98K in Q2 2025. 229 funds tracked by Wall St. Rank hold BHE as of Q3 2025.

High Note Wealth reported no remaining Benchmark Electronics position as of Q3 2025 after selling out during the quarter.
High Note Wealth sold 51 Benchmark Electronics shares in Q3 2025, an estimated $1.98K.
High Note Wealth first reported a position in Benchmark Electronics in Q2 2025 and held it in 1 quarter.
High Note Wealth's Benchmark Electronics position peaked at $1.98K in Q2 2025.
229 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.