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Napa Wealth Management’s Iris Energy IREN Stock Holding History

Napa Wealth Management’s Portfolio IREN Stock Details IREN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$839K Buy
+17,870
New +$434K 0.39% 66

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D.E. Shaw & Co
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Napa Wealth Management's IREN Position: Q3 2025 in Review

Napa Wealth Management opened a new position in Iris Energy (IREN) in Q3 2025: 17,870 shares worth $839K. The stake represents 0.39% of the portfolio and ranks #66 among its holdings.

349 funds tracked by Wall St. Rank hold IREN as of Q3 2025.

  • Napa Wealth Management held 17,870 shares of Iris Energy worth $839K as of Q3 2025.
  • Iris Energy was a new Napa Wealth Management position in Q3 2025.
  • Iris Energy made up 0.39% of Napa Wealth Management's portfolio in Q3 2025, its #66 holding.
  • 349 funds tracked by Wall St. Rank held Iris Energy as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.