Next Level Wealth Planning’s Viking Therapeutics VKTX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.48K	Buy	+76	New	+$2.63K	﹤0.01%	439

Other funds holding VKTX

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

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

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

Next Level Wealth Planning opened a new position in Viking Therapeutics (VKTX) in Q3 2026: 76 shares worth $2.48K. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings.

182 funds tracked by Wall St. Rank hold VKTX as of Q3 2026.

Next Level Wealth Planning held 76 shares of Viking Therapeutics worth $2.48K as of Q3 2026.
Viking Therapeutics was a new Next Level Wealth Planning position in Q3 2026.
Viking Therapeutics made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #439 holding.
182 funds tracked by Wall St. Rank held Viking Therapeutics as of Q3 2026.

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