HNW
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High Note Wealth’s Flex FLEX Stock Holding History

High Note Wealth’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
Q1 		$9.03K Buy
138
+3
+2% +$192 ﹤0.01% 395
2025
Q4 		$8.16K Sell
135
-2
-1% -$124 ﹤0.01% 373
2025
Q3 		$7.94K Sell
137
-6
-4% -$319 ﹤0.01% 350
2025
Q2 		$7.14K Sell
143
-2
-1% -$78 ﹤0.01% 339
2025
Q1 		$4.8K Buy
145
+141
+3,525% +$5.52K ﹤0.01% 427
2024
Q4 		$154 Buy
+4
New +$148 ﹤0.01% 841

Other funds holding FLEX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return