Koa Wealth Management
CATX icon

Koa Wealth Management’s Perspective Therapeutics CATX Stock Holding History

Koa Wealth Management’s Portfolio CATX Stock Details CATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$71.4K Hold
25,975
– – 0.05% 54
2026
Q2 		$88.6K Hold
25,975
– – 0.06% 54
2026
Q1 		$108K Hold
25,975
– – 0.08% 54
2025
Q4 		$71.4K Hold
25,975
– – 0.05% 58
2025
Q3 		$89.1K Hold
25,975
– – 0.07% 56
2025
Q2 		$89.4K Hold
25,975
– – 0.07% 52
2025
Q1 		$55.3K Hold
25,975
– – 0.04% 50
2024
Q4 		$82.9K Buy
+25,975
New +$212K 0.07% 49

Other funds holding CATX

WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Trueblood Wealth Management
Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return
Taylor & Morgan Wealth Management
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
Auctus Advisors
Auctus Advisors Charlotte, North Carolina $124M AUM 17.41% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Iowa State Bank
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Koa Wealth Management's CATX Position: Q3 2026 in Review

Koa Wealth Management held its Perspective Therapeutics (CATX) position steady in Q3 2026 at 25,975 shares worth $71.4K. The position accounts for 0.05% of the portfolio, ranked #54.

Koa Wealth Management first reported a position in CATX in Q4 2024 and has held it in 8 quarters since. The position peaked at $108K in Q1 2026. 16 funds tracked by Wall St. Rank hold CATX as of Q3 2026.

  • Koa Wealth Management held 25,975 shares of Perspective Therapeutics worth $71.4K as of Q3 2026.
  • Koa Wealth Management left its Perspective Therapeutics share count unchanged in Q3 2026.
  • Perspective Therapeutics made up 0.05% of Koa Wealth Management's portfolio in Q3 2026, its #54 holding.
  • Koa Wealth Management first reported a position in Perspective Therapeutics in Q4 2024 and has held it in 8 quarters since.
  • Koa Wealth Management's Perspective Therapeutics position peaked at $108K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.