Mission Wealth Management’s Aeluma Inc ALMU Stock Holding History

Mission Wealth Management’s Portfolio ALMU Stock Details ALMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$173K	Buy	13,989 +6	+0%	+$91	﹤0.01%	768
2026 Q2	$309K	Hold	13,983	–	–	﹤0.01%	868
2026 Q1	$183K	Hold	13,983	–	–	﹤0.01%	710
2025 Q4	$240K	Buy	+13,983	New	+$221K	﹤0.01%	652

Other funds holding ALMU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mission Wealth Management's ALMU Position: Q3 2026 in Review

Mission Wealth Management increased its Aeluma Inc (ALMU) stake by 0.04% in Q3 2026, buying an estimated $91 and bringing the position to 13,989 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Mission Wealth Management first reported a position in ALMU in Q4 2025 and has held it in 4 quarters since. The position peaked at $309K in Q2 2026. 39 funds tracked by Wall St. Rank hold ALMU as of Q3 2026.

Mission Wealth Management held 13,989 shares of Aeluma Inc worth $173K as of Q3 2026.
Mission Wealth Management bought 6 Aeluma Inc shares in Q3 2026, an estimated $91.
Aeluma Inc made up ﹤0.01% of Mission Wealth Management's portfolio in Q3 2026, its #768 holding.
Mission Wealth Management first reported a position in Aeluma Inc in Q4 2025 and has held it in 4 quarters since.
Mission Wealth Management's Aeluma Inc position peaked at $309K in Q2 2026.
39 funds tracked by Wall St. Rank held Aeluma Inc as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.