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Trek Financial’s Credo Technology Group CRDO Stock Holding History

Trek Financial’s Portfolio CRDO Stock Details CRDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$625K Buy
6,662
+3,419
+105% +$416K 0.03% 280
2025
Q4 		$467K Sell
3,243
-1,059
-25% -$163K 0.03% 309
2025
Q3 		$626K Sell
4,302
-941
-18% -$115K 0.04% 262
2025
Q2 		$485K Sell
5,243
-873
-14% -$50.9K 0.03% 276
2025
Q1 		$246K Sell
6,116
-22,089
-78% -$1.37M 0.02% 343
2024
Q4 		$1.9M Buy
+28,205
New +$1.4M 0.14% 146

Other funds holding CRDO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Trek Financial's CRDO Position: Q1 2026 in Review

Trek Financial increased its Credo Technology Group (CRDO) stake by 105% in Q1 2026, buying an estimated $416K and bringing the position to 6,662 shares worth $625K. The position accounts for 0.03% of the portfolio, ranked #280.

Trek Financial first reported a position in CRDO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.9M in Q4 2024. 709 funds tracked by Wall St. Rank hold CRDO as of Q1 2026.

  • Trek Financial held 6,662 shares of Credo Technology Group worth $625K as of Q1 2026.
  • Trek Financial bought 3,419 Credo Technology Group shares in Q1 2026, an estimated $416K.
  • Credo Technology Group made up 0.03% of Trek Financial's portfolio in Q1 2026, its #280 holding.
  • Trek Financial first reported a position in Credo Technology Group in Q4 2024 and has held it in 6 quarters since.
  • Trek Financial's Credo Technology Group position peaked at $1.9M in Q4 2024.
  • 709 funds tracked by Wall St. Rank held Credo Technology Group as of Q1 2026.

Based on Trek Financial's 13F filing for Q1 2026, filed 13 May 2026.