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Regent Peak Wealth Advisors’s Illumina ILMN Stock Holding History

Regent Peak Wealth Advisors’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$307K Buy
+1,122
New +$236K 0.05% 160
2021
Q1 		– Sell
-154
Closed -$56K – 542
2020
Q4 		$56K Buy
+154
New +$49.1K 0.02% 294

Other funds holding ILMN

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Regent Peak Wealth Advisors's ILMN Position: Q3 2026 in Review

Regent Peak Wealth Advisors opened a new position in Illumina (ILMN) in Q3 2026: 1,122 shares worth $307K. The stake represents 0.05% of the portfolio and ranks #160 among its holdings. This is a return to the name: Regent Peak Wealth Advisors previously reported a position in ILMN as recently as Q4 2020.

Regent Peak Wealth Advisors first reported a position in ILMN in Q4 2020 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold ILMN as of Q3 2026.

  • Regent Peak Wealth Advisors held 1,122 shares of Illumina worth $307K as of Q3 2026.
  • Illumina was a new Regent Peak Wealth Advisors position in Q3 2026.
  • Illumina made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q3 2026, its #160 holding.
  • Regent Peak Wealth Advisors first reported a position in Illumina in Q4 2020 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Illumina as of Q3 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.