PWA
EOCN

Physician Wealth Advisors’s Eocene Ltd. Ordinary Shares EOCN Stock Holding History

Physician Wealth Advisors’s Portfolio EOCN Stock Details EOCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3
Closed -$43 – 1961
2025
Q2 		$43 Buy
+3
New +$35 ﹤0.01% 1792

Other funds holding EOCN

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Physician Wealth Advisors's EOCN Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Eocene Ltd. Ordinary Shares (EOCN) in Q3 2025, closing a stake of 3 shares — an estimated $43 sold.

Physician Wealth Advisors first reported a position in EOCN in Q2 2025 and held it in 1 quarter. The position peaked at $43 in Q2 2025. 10 funds tracked by Wall St. Rank hold EOCN as of Q3 2025.

  • Physician Wealth Advisors reported no remaining Eocene Ltd. Ordinary Shares position as of Q3 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 3 Eocene Ltd. Ordinary Shares shares in Q3 2025, an estimated $43.
  • Physician Wealth Advisors first reported a position in Eocene Ltd. Ordinary Shares in Q2 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Eocene Ltd. Ordinary Shares position peaked at $43 in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Eocene Ltd. Ordinary Shares as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.