MWM
ZEO

Mission Wealth Management’s Zeo Energy ZEO Stock Holding History

Mission Wealth Management’s Portfolio ZEO Stock Details ZEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-24,197
Closed -$26.4K – 786
2025
Q4 		$26.4K Hold
24,197
– – ﹤0.01% 733
2025
Q3 		$32.7K Buy
+24,197
New +$48.8K ﹤0.01% 701

Other funds holding ZEO

CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
PSC
Piper Sandler & Co Minneapolis, Minnesota $102M AUM 0.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mission Wealth Management's ZEO Position: Q1 2026 in Review

Mission Wealth Management sold out of Zeo Energy (ZEO) in Q1 2026, closing a stake of 24,197 shares — an estimated $26.4K sold.

Mission Wealth Management first reported a position in ZEO in Q3 2025 and held it in 2 quarters. The position peaked at $32.7K in Q3 2025. 33 funds tracked by Wall St. Rank hold ZEO as of Q1 2026.

  • Mission Wealth Management reported no remaining Zeo Energy position as of Q1 2026 after selling out during the quarter.
  • Mission Wealth Management sold 24,197 Zeo Energy shares in Q1 2026, an estimated $26.4K.
  • Mission Wealth Management first reported a position in Zeo Energy in Q3 2025 and held it in 2 quarters.
  • Mission Wealth Management's Zeo Energy position peaked at $32.7K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Zeo Energy as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.