Koa Wealth Management
PCT icon

Koa Wealth Management’s PureCycle Technologies PCT Stock Holding History

Koa Wealth Management’s Portfolio PCT Stock Details PCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$140K Buy
31,820
+16,095
+102% +$103K 0.09% 53
2026
Q2 		$128K Buy
15,725
+1,900
+14% +$17K 0.09% 52
2026
Q1 		$71.8K Buy
13,825
+3,525
+34% +$29.4K 0.05% 55
2025
Q4 		$88.5K Buy
+10,300
New +$109K 0.06% 57
2024
Q3 		– Sell
-16,100
Closed -$95.3K – 51
2024
Q2 		$95.3K Buy
16,100
+600
+4% +$3.26K 0.08% 49
2024
Q1 		$96.4K Buy
15,500
+820
+6% +$3.82K 0.09% 48
2023
Q4 		$59.5K Buy
+14,680
New +$64.5K 0.06% 49

Other funds holding PCT

Abundance Wealth Counselors
Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
SWS Partners
SWS Partners Columbus, Ohio $465M AUM 35.11% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Hohimer Wealth Management
Hohimer Wealth Management Seattle, Washington $1.03B AUM 25.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Grand Central Investment Group
Grand Central Investment Group Tampa, Florida $130M AUM 54.62% 1-Year Est. Return
Nine Masts Capital
Nine Masts Capital Central, Hong Kong $844M AUM 8.6% 1-Year Est. Return

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

Koa Wealth Management increased its PureCycle Technologies (PCT) stake by 102% in Q3 2026, buying an estimated $103K and bringing the position to 31,820 shares worth $140K. The position accounts for 0.09% of the portfolio, ranked #53.

Koa Wealth Management first reported a position in PCT in Q4 2023 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold PCT as of Q3 2026.

  • Koa Wealth Management held 31,820 shares of PureCycle Technologies worth $140K as of Q3 2026.
  • Koa Wealth Management bought 16,095 PureCycle Technologies shares in Q3 2026, an estimated $103K.
  • PureCycle Technologies made up 0.09% of Koa Wealth Management's portfolio in Q3 2026, its #53 holding.
  • Koa Wealth Management first reported a position in PureCycle Technologies in Q4 2023 and has held it in 7 quarters since.
  • 145 funds tracked by Wall St. Rank held PureCycle Technologies as of Q3 2026.

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