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Integrated Wealth Concepts’s AmpliTech AMPG Stock Holding History

Integrated Wealth Concepts’s Portfolio AMPG Stock Details AMPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$807K Buy
+424,810
New +$1.25M 0.01% 1243
2025
Q4 		– Sell
-193,200
Closed -$752K – 1628
2025
Q3 		$752K Buy
+193,200
New +$633K 0.01% 1134

Other funds holding AMPG

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CDMG
Creek Drive Management Group San Francisco, California $439M AUM
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Integrated Wealth Concepts's AMPG Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in AmpliTech (AMPG) in Q1 2026: 424,810 shares worth $807K. The stake represents 0.01% of the portfolio and ranks #1243 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in AMPG as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in AMPG in Q3 2025 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold AMPG as of Q1 2026.

  • Integrated Wealth Concepts held 424,810 shares of AmpliTech worth $807K as of Q1 2026.
  • AmpliTech was a new Integrated Wealth Concepts position in Q1 2026.
  • AmpliTech made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1243 holding.
  • Integrated Wealth Concepts first reported a position in AmpliTech in Q3 2025 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held AmpliTech as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.