Retirement Wealth Solutions
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Retirement Wealth Solutions’s ASE Group ASX Stock Holding History

Retirement Wealth Solutions’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$42.2K Sell
950
-25
-3% -$979 0.02% 120
2026
Q2 		$44K Sell
975
-259
-21% -$8.7K 0.02% 105
2026
Q1 		$26.8K Sell
1,234
-296
-19% -$6.22K 0.02% 122
2025
Q4 		$24.6K Hold
1,530
– – 0.02% 142
2025
Q3 		$17K Sell
1,530
-313
-17% -$3.28K 0.01% 174
2025
Q2 		$19K Hold
1,843
– – 0.01% 152
2025
Q1 		$16.1K Hold
1,843
– – 0.01% 157
2024
Q4 		$19.3K Buy
+1,843
New +$18.4K 0.02% 149

Other funds holding ASX

Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Gunderson Capital Management
Gunderson Capital Management Mt. Pleasant, South Carolina $359M AUM 176.83% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
VMS Asset Management
VMS Asset Management Hong Kong $264M AUM 207.42% 1-Year Est. Return

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

Retirement Wealth Solutions reduced its ASE Group (ASX) stake by 2.6% in Q3 2026, selling an estimated $979 and leaving 950 shares worth $42.2K. The position accounts for 0.02% of the portfolio, ranked #120.

Retirement Wealth Solutions first reported a position in ASX in Q4 2024 and has held it in 8 quarters since. The position peaked at $44K in Q2 2026. 94 funds tracked by Wall St. Rank hold ASX as of Q3 2026.

  • Retirement Wealth Solutions held 950 shares of ASE Group worth $42.2K as of Q3 2026.
  • Retirement Wealth Solutions sold 25 ASE Group shares in Q3 2026, an estimated $979.
  • ASE Group made up 0.02% of Retirement Wealth Solutions's portfolio in Q3 2026, its #120 holding.
  • Retirement Wealth Solutions first reported a position in ASE Group in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's ASE Group position peaked at $44K in Q2 2026.
  • 94 funds tracked by Wall St. Rank held ASE Group as of Q3 2026.

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