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 Q3	$293	Hold	876	–	–	﹤0.01%	767
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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Noble Wealth Management PBC's ZEO Position: Q3 2026 in Review

Noble Wealth Management PBC held its Zeo Energy (ZEO) position steady in Q3 2026 at 876 shares worth $293. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Noble Wealth Management PBC first reported a position in ZEO in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.18K in Q3 2025. 3 funds tracked by Wall St. Rank hold ZEO as of Q3 2026.

Noble Wealth Management PBC held 876 shares of Zeo Energy worth $293 as of Q3 2026.
Noble Wealth Management PBC left its Zeo Energy share count unchanged in Q3 2026.
Zeo Energy made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #767 holding.
Noble Wealth Management PBC first reported a position in Zeo Energy in Q3 2025 and has held it in 5 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 Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.