LJI Wealth Management’s PureCycle Technologies PCT Stock Holding History

LJI 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 Q1	$664K	Buy	127,930 +62,630	+96%	+$522K	0.11%	75
2025 Q4	$561K	Buy	65,300 +29,800	+84%	+$316K	0.09%	100
2025 Q3	$467K	Buy	35,500 +21,000	+145%	+$292K	0.08%	91
2025 Q2	$199K	Buy	14,500 +2,000	+16%	+$17.7K	0.03%	177
2025 Q1	$86.5K	Buy	+12,500	New	+$112K	0.02%	176
2024 Q1	–	Sell	-36,000	Closed	-$146K	–	162
2023 Q4	$146K	Buy	+36,000	New	+$158K	0.04%	163
2023 Q2	–	Sell	-10,000	Closed	-$70K	–	186
2023 Q1	$70K	Buy	+10,000	New	+$69.7K	0.02%	155

Other funds holding PCT

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $697M AUM 23.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LJI Wealth Management's PCT Position: Q1 2026 in Review

LJI Wealth Management increased its PureCycle Technologies (PCT) stake by 96% in Q1 2026, buying an estimated $522K and bringing the position to 127,930 shares worth $664K. The position accounts for 0.11% of the portfolio, ranked #75.

LJI Wealth Management first reported a position in PCT in Q1 2023 and has held it in 7 quarters since. 300 funds tracked by Wall St. Rank hold PCT as of Q1 2026.

LJI Wealth Management held 127,930 shares of PureCycle Technologies worth $664K as of Q1 2026.
LJI Wealth Management bought 62,630 PureCycle Technologies shares in Q1 2026, an estimated $522K.
PureCycle Technologies made up 0.11% of LJI Wealth Management's portfolio in Q1 2026, its #75 holding.
LJI Wealth Management first reported a position in PureCycle Technologies in Q1 2023 and has held it in 7 quarters since.
300 funds tracked by Wall St. Rank held PureCycle Technologies as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.