Syntegra Private Wealth Group’s Mobix Labs MOBX Stock Holding History

Syntegra Private Wealth Group’s Portfolio MOBX Stock Details MOBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-18,402	Closed	-$313K	–	167
2024 Q4	$313K	Hold	18,402	–	–	0.04%	116
2024 Q3	$195K	Hold	18,402	–	–	0.02%	151
2024 Q2	$302K	Sell	18,402 -3,657	-17%	-$83.4K	0.04%	115
2024 Q1	$443K	Buy	+22,059	New	+$562K	0.06%	80

Other funds holding MOBX

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

VCWA

Vanguard Capital Wealth Advisors Denver, Colorado $108M AUM 50.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Syntegra Private Wealth Group's MOBX Position: Q1 2025 in Review

Syntegra Private Wealth Group sold out of Mobix Labs (MOBX) in Q1 2025, closing a stake of 18,402 shares — an estimated $313K sold.

Syntegra Private Wealth Group first reported a position in MOBX in Q1 2024 and held it in 4 quarters. The position peaked at $443K in Q1 2024. 25 funds tracked by Wall St. Rank hold MOBX as of Q1 2025.

Syntegra Private Wealth Group reported no remaining Mobix Labs position as of Q1 2025 after selling out during the quarter.
Syntegra Private Wealth Group sold 18,402 Mobix Labs shares in Q1 2025, an estimated $313K.
Syntegra Private Wealth Group first reported a position in Mobix Labs in Q1 2024 and held it in 4 quarters.
Syntegra Private Wealth Group's Mobix Labs position peaked at $443K in Q1 2024.
25 funds tracked by Wall St. Rank held Mobix Labs as of Q1 2025.

Based on Syntegra Private Wealth Group's 13F filing for Q1 2025, filed 9 May 2025.