NWM
BOLD

Nolet Wealth Management’s Boundless Bio BOLD Stock Holding History

Nolet Wealth Management’s Portfolio BOLD Stock Details BOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,323
Closed -$13.6K – 102
2025
Q4 		$13.6K Buy
+11,323
New +$14.1K 0.01% 91

Other funds holding BOLD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $143M AUM 102.52% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $177M AUM 91.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Nolet Wealth Management's BOLD Position: Q1 2026 in Review

Nolet Wealth Management sold out of Boundless Bio (BOLD) in Q1 2026, closing a stake of 11,323 shares — an estimated $13.6K sold.

Nolet Wealth Management first reported a position in BOLD in Q4 2025 and held it in 1 quarter. The position peaked at $13.6K in Q4 2025. 36 funds tracked by Wall St. Rank hold BOLD as of Q1 2026.

  • Nolet Wealth Management reported no remaining Boundless Bio position as of Q1 2026 after selling out during the quarter.
  • Nolet Wealth Management sold 11,323 Boundless Bio shares in Q1 2026, an estimated $13.6K.
  • Nolet Wealth Management first reported a position in Boundless Bio in Q4 2025 and held it in 1 quarter.
  • Nolet Wealth Management's Boundless Bio position peaked at $13.6K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Boundless Bio as of Q1 2026.

Based on Nolet Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.