Juncture Wealth Strategies’s Silicon Motion SIMO Stock Holding History

Juncture Wealth Strategies’s Portfolio SIMO Stock Details SIMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$637K	Sell	2,276 -142	-6%	-$37.7K	0.16%	93
2026 Q2	$806K	Buy	+2,418	New	+$560K	0.21%	77
2023 Q1	–	Sell	-4,173	Closed	-$271K	–	120
2022 Q4	$271K	Sell	4,173 -3,063	-42%	-$188K	0.13%	94
2022 Q3	$472K	Buy	7,236 +979	+16%	+$76.7K	0.24%	71
2022 Q2	$524K	Buy	6,257 +1,327	+27%	+$112K	0.26%	63
2022 Q1	$329K	Buy	4,930 +411	+9%	+$32K	0.16%	95
2021 Q4	$429K	Buy	+4,519	New	+$341K	0.2%	91

Other funds holding SIMO

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

WTG

West Tower Group Richmond, Virginia $27M AUM 33.41% 1-Year Est. Return

HJIM

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

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

Juncture Wealth Strategies reduced its Silicon Motion (SIMO) stake by 5.9% in Q3 2026, selling an estimated $37.7K and leaving 2,276 shares worth $637K. The position accounts for 0.16% of the portfolio, ranked #93.

Juncture Wealth Strategies first reported a position in SIMO in Q4 2021 and has held it in 7 quarters since. The position peaked at $806K in Q2 2026. 25 funds tracked by Wall St. Rank hold SIMO as of Q3 2026.

Juncture Wealth Strategies held 2,276 shares of Silicon Motion worth $637K as of Q3 2026.
Juncture Wealth Strategies sold 142 Silicon Motion shares in Q3 2026, an estimated $37.7K.
Silicon Motion made up 0.16% of Juncture Wealth Strategies's portfolio in Q3 2026, its #93 holding.
Juncture Wealth Strategies first reported a position in Silicon Motion in Q4 2021 and has held it in 7 quarters since.
Juncture Wealth Strategies's Silicon Motion position peaked at $806K in Q2 2026.
25 funds tracked by Wall St. Rank held Silicon Motion as of Q3 2026.

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