Next Level Wealth Planning’s Peloton Interactive PTON Stock Holding History

Next Level Wealth Planning’s Portfolio PTON Stock Details PTON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.25K	Buy	+450	New	+$2.52K	﹤0.01%	448

Other funds holding PTON

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Technology Crossover Management IX Menlo Park, California $552M AUM 54.85% 1-Year Est. Return

Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Next Level Wealth Planning's PTON Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Peloton Interactive (PTON) in Q3 2026: 450 shares worth $2.25K. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings.

185 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

Next Level Wealth Planning held 450 shares of Peloton Interactive worth $2.25K as of Q3 2026.
Peloton Interactive was a new Next Level Wealth Planning position in Q3 2026.
Peloton Interactive made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #448 holding.
185 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.