Lodestone Wealth Management
WKHS icon

Lodestone Wealth Management’s Workhorse Group WKHS Stock Holding History

Lodestone Wealth Management’s Portfolio WKHS Stock Details WKHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3 Hold
1
– – ﹤0.01% 800
2026
Q2 		$3 Hold
1
– – ﹤0.01% 779
2026
Q1 		$3 Hold
1
– – ﹤0.01% 779
2025
Q4 		$5 Buy
+1
New +$10 ﹤0.01% 796

Other funds holding WKHS

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Activest Wealth Management
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Lodestone Wealth Management's WKHS Position: Q3 2026 in Review

Lodestone Wealth Management held its Workhorse Group (WKHS) position steady in Q3 2026 at 1 share worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Lodestone Wealth Management first reported a position in WKHS in Q4 2025 and has held it in 4 quarters since. The position peaked at $5 in Q4 2025. 13 funds tracked by Wall St. Rank hold WKHS as of Q3 2026.

  • Lodestone Wealth Management held 1 share of Workhorse Group worth $3 as of Q3 2026.
  • Lodestone Wealth Management left its Workhorse Group share count unchanged in Q3 2026.
  • Workhorse Group made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #800 holding.
  • Lodestone Wealth Management first reported a position in Workhorse Group in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's Workhorse Group position peaked at $5 in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2026.

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