SW
STEX

SteelPeak Wealth’s Streamex Corp STEX Stock Holding History

SteelPeak Wealth’s Portfolio STEX Stock Details STEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.7K Hold
34,900
– – ﹤0.01% 635
2026
Q1 		$39.4K Hold
34,900
– – ﹤0.01% 569
2025
Q4 		$106K Hold
34,900
– – ﹤0.01% 518
2025
Q3 		$201K Buy
+34,900
New +$190K 0.01% 538
2024
Q1 		– Sell
-1,400
Closed -$6.65K – 484
2023
Q4 		$6.65K Hold
1,400
– – ﹤0.01% 444
2023
Q3 		$6.85K Hold
1,400
– – ﹤0.01% 438
2023
Q2 		$17.5K Buy
+1,400
New +$17.9K ﹤0.01% 441

Other funds holding STEX

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
RF
Robbins Farley Bedford, New Hampshire $260M AUM 29.1% 1-Year Est. Return

SteelPeak Wealth's STEX Position: Q2 2026 in Review

SteelPeak Wealth held its Streamex Corp (STEX) position steady in Q2 2026 at 34,900 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

SteelPeak Wealth first reported a position in STEX in Q2 2023 and has held it in 7 quarters since. The position peaked at $201K in Q3 2025. 8 funds tracked by Wall St. Rank hold STEX as of Q2 2026.

  • SteelPeak Wealth held 34,900 shares of Streamex Corp worth $29.7K as of Q2 2026.
  • SteelPeak Wealth left its Streamex Corp share count unchanged in Q2 2026.
  • Streamex Corp made up ﹤0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #635 holding.
  • SteelPeak Wealth first reported a position in Streamex Corp in Q2 2023 and has held it in 7 quarters since.
  • SteelPeak Wealth's Streamex Corp position peaked at $201K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Streamex Corp as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.