RMG Wealth Management
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RMG Wealth Management’s Peloton Interactive PTON Stock Holding History

RMG Wealth Management’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.06K Sell
1,115
-239
-18% -$1.34K ﹤0.01% 341
2026
Q2 		$7.34K Buy
1,354
+251
+23% +$1.35K ﹤0.01% 313
2026
Q1 		$5.86K Hold
1,103
– – ﹤0.01% 363
2025
Q4 		$6.55K Hold
1,103
– – ﹤0.01% 290
2025
Q3 		$8.7K Hold
1,103
– – ﹤0.01% 236
2025
Q2 		$7.02K Buy
+1,103
New +$7.16K ﹤0.01% 241

Other funds holding PTON

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Technology Crossover Management IX
Technology Crossover Management IX Menlo Park, California $552M AUM 54.85% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

RMG Wealth Management's PTON Position: Q3 2026 in Review

RMG Wealth Management reduced its Peloton Interactive (PTON) stake by 18% in Q3 2026, selling an estimated $1.34K and leaving 1,115 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

RMG Wealth Management first reported a position in PTON in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.7K in Q3 2025. 185 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

  • RMG Wealth Management held 1,115 shares of Peloton Interactive worth $6.06K as of Q3 2026.
  • RMG Wealth Management sold 239 Peloton Interactive shares in Q3 2026, an estimated $1.34K.
  • Peloton Interactive made up ﹤0.01% of RMG Wealth Management's portfolio in Q3 2026, its #341 holding.
  • RMG Wealth Management first reported a position in Peloton Interactive in Q2 2025 and has held it in 6 quarters since.
  • RMG Wealth Management's Peloton Interactive position peaked at $8.7K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.