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Juncture Wealth Strategies’s Samsara IOT Stock Holding History

Juncture Wealth Strategies’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$596K Buy
15,640
+1,923
+14% +$73.7K 0.15% 97
2026
Q2 		$445K Buy
+13,717
New +$425K 0.12% 119
2026
Q1 		– Sell
-8,019
Closed -$284K – 139
2025
Q4 		$284K Buy
8,019
+737
+10% +$28.5K 0.09% 110
2025
Q3 		$271K Sell
7,282
-3,406
-32% -$127K 0.09% 108
2025
Q2 		$425K Sell
10,688
-5,812
-35% -$240K 0.15% 81
2025
Q1 		$632K Sell
16,500
-1,750
-10% -$81.5K 0.25% 68
2024
Q4 		$797K Buy
18,250
+927
+5% +$45.6K 0.3% 53
2024
Q3 		$834K Buy
17,323
+10,133
+141% +$411K 0.32% 48
2024
Q2 		$242K Sell
7,190
-496
-6% -$17.1K 0.1% 95
2024
Q1 		$290K Buy
+7,686
New +$262K 0.13% 89

Other funds holding IOT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Juncture Wealth Strategies's IOT Position: Q3 2026 in Review

Juncture Wealth Strategies increased its Samsara (IOT) stake by 14% in Q3 2026, buying an estimated $73.7K and bringing the position to 15,640 shares worth $596K. The position accounts for 0.15% of the portfolio, ranked #97.

Juncture Wealth Strategies first reported a position in IOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $834K in Q3 2024. 22 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

  • Juncture Wealth Strategies held 15,640 shares of Samsara worth $596K as of Q3 2026.
  • Juncture Wealth Strategies bought 1,923 Samsara shares in Q3 2026, an estimated $73.7K.
  • Samsara made up 0.15% of Juncture Wealth Strategies's portfolio in Q3 2026, its #97 holding.
  • Juncture Wealth Strategies first reported a position in Samsara in Q1 2024 and has held it in 10 quarters since.
  • Juncture Wealth Strategies's Samsara position peaked at $834K in Q3 2024.
  • 22 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.