LJI Wealth Management
PCT icon

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
Q3 		$874K Buy
198,230
+48,000
+32% +$308K 0.12% 65
2026
Q2 		$1.22M Buy
150,230
+22,300
+17% +$200K 0.17% 60
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

Abundance Wealth Counselors
Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
SWS Partners
SWS Partners Columbus, Ohio $465M AUM 35.11% 1-Year Est. Return
Sky Investment Group
Sky Investment Group Hartford, Connecticut $931M AUM 17.48% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Fiscal Wisdom Wealth Management
Fiscal Wisdom Wealth Management Canton, Connecticut $84.1M AUM 38.01% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

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

LJI Wealth Management increased its PureCycle Technologies (PCT) stake by 32% in Q3 2026, buying an estimated $308K and bringing the position to 198,230 shares worth $874K. The position accounts for 0.12% of the portfolio, ranked #65.

LJI Wealth Management first reported a position in PCT in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.22M in Q2 2026. 75 funds tracked by Wall St. Rank hold PCT as of Q3 2026.

  • LJI Wealth Management held 198,230 shares of PureCycle Technologies worth $874K as of Q3 2026.
  • LJI Wealth Management bought 48,000 PureCycle Technologies shares in Q3 2026, an estimated $308K.
  • PureCycle Technologies made up 0.12% of LJI Wealth Management's portfolio in Q3 2026, its #65 holding.
  • LJI Wealth Management first reported a position in PureCycle Technologies in Q1 2023 and has held it in 9 quarters since.
  • LJI Wealth Management's PureCycle Technologies position peaked at $1.22M in Q2 2026.
  • 75 funds tracked by Wall St. Rank held PureCycle Technologies as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.