High Point Wealth Management
PHM icon

High Point Wealth Management’s Pultegroup PHM Stock Holding History

High Point Wealth Management’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$37.4K Hold
322
– – 0.03% 169
2026
Q2 		$44.1K Buy
322
+1
+0.3% +$121 0.04% 148
2026
Q1 		$37.8K Buy
321
+1
+0.3% +$128 0.04% 155
2025
Q4 		$37.6K Buy
+320
New +$39.2K 0.04% 166

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

High Point Wealth Management's PHM Position: Q3 2026 in Review

High Point Wealth Management held its Pultegroup (PHM) position steady in Q3 2026 at 322 shares worth $37.4K. The position accounts for 0.03% of the portfolio, ranked #169.

High Point Wealth Management first reported a position in PHM in Q4 2025 and has held it in 4 quarters since. The position peaked at $44.1K in Q2 2026. 509 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • High Point Wealth Management held 322 shares of Pultegroup worth $37.4K as of Q3 2026.
  • High Point Wealth Management left its Pultegroup share count unchanged in Q3 2026.
  • Pultegroup made up 0.03% of High Point Wealth Management's portfolio in Q3 2026, its #169 holding.
  • High Point Wealth Management first reported a position in Pultegroup in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Pultegroup position peaked at $44.1K in Q2 2026.
  • 509 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.