NWMP
ZEO

Noble Wealth Management PBC’s Zeo Energy ZEO Stock Holding History

Noble Wealth Management PBC’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
Q2 		$579 Hold
876
– – ﹤0.01% 762
2026
Q1 		$503 Hold
876
– – ﹤0.01% 578
2025
Q4 		$955 Hold
876
– – ﹤0.01% 577
2025
Q3 		$1.18K Buy
+876
New +$1.77K ﹤0.01% 520

Other funds holding ZEO

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Noble Wealth Management PBC's ZEO Position: Q2 2026 in Review

Noble Wealth Management PBC held its Zeo Energy (ZEO) position steady in Q2 2026 at 876 shares worth $579. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Noble Wealth Management PBC first reported a position in ZEO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.18K in Q3 2025. 3 funds tracked by Wall St. Rank hold ZEO as of Q2 2026.

  • Noble Wealth Management PBC held 876 shares of Zeo Energy worth $579 as of Q2 2026.
  • Noble Wealth Management PBC left its Zeo Energy share count unchanged in Q2 2026.
  • Zeo Energy made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q2 2026, its #762 holding.
  • Noble Wealth Management PBC first reported a position in Zeo Energy in Q3 2025 and has held it in 4 quarters since.
  • Noble Wealth Management PBC's Zeo Energy position peaked at $1.18K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Zeo Energy as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.