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Retirement Wealth Solutions’s AGNT Inc AGNT Stock Holding History

Retirement Wealth Solutions’s Portfolio AGNT Stock Details AGNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$145 Sell
39
-26
-40% -$110 ﹤0.01% 877
2026
Q2 		$354 Buy
65
+53
+442% +$292 ﹤0.01% 753
2026
Q1 		$75 Sell
12
-67
-85% -$518 ﹤0.01% 804
2025
Q4 		$719 Sell
79
-76
-49% -$803 ﹤0.01% 634
2025
Q3 		$1.65K Sell
155
-97
-38% -$1.03K ﹤0.01% 467
2025
Q2 		$2.29K Sell
252
-527
-68% -$4.6K ﹤0.01% 369
2025
Q1 		$7.62K Buy
779
+1
+0.1% +$11 0.01% 256
2024
Q4 		$8.48K Buy
+778
New +$10.3K 0.01% 243

Other funds holding AGNT

BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Retirement Wealth Solutions's AGNT Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its AGNT Inc (AGNT) stake by 40% in Q3 2026, selling an estimated $110 and leaving 39 shares worth $145. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Retirement Wealth Solutions first reported a position in AGNT in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.48K in Q4 2024. 12 funds tracked by Wall St. Rank hold AGNT as of Q3 2026.

  • Retirement Wealth Solutions held 39 shares of AGNT Inc worth $145 as of Q3 2026.
  • Retirement Wealth Solutions sold 26 AGNT Inc shares in Q3 2026, an estimated $110.
  • AGNT Inc made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #877 holding.
  • Retirement Wealth Solutions first reported a position in AGNT Inc in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's AGNT Inc position peaked at $8.48K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held AGNT Inc as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.