Trellis Wealth Advisors
YSG icon

Trellis Wealth Advisors’s Yatsen Holding YSG Stock Holding History

Trellis Wealth Advisors’s Portfolio YSG Stock Details YSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.95K Buy
+2,500
New +$7.71K ﹤0.01% 101
2024
Q1 		– Sell
-2,130
Closed -$7.79K – 36
2023
Q4 		$7.79K Buy
+2,130
New +$9.11K ﹤0.01% 34

Other funds holding YSG

HCM
Helios Capital Management Singapore $91.9M AUM 0.59% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Trellis Wealth Advisors's YSG Position: Q3 2026 in Review

Trellis Wealth Advisors opened a new position in Yatsen Holding (YSG) in Q3 2026: 2,500 shares worth $6.95K. The stake represents ﹤0.01% of the portfolio and ranks #101 among its holdings. This is a return to the name: Trellis Wealth Advisors previously reported a position in YSG as recently as Q4 2023.

Trellis Wealth Advisors first reported a position in YSG in Q4 2023 and has held it in 2 quarters since. The position peaked at $7.79K in Q4 2023. 13 funds tracked by Wall St. Rank hold YSG as of Q3 2026.

  • Trellis Wealth Advisors held 2,500 shares of Yatsen Holding worth $6.95K as of Q3 2026.
  • Yatsen Holding was a new Trellis Wealth Advisors position in Q3 2026.
  • Yatsen Holding made up ﹤0.01% of Trellis Wealth Advisors's portfolio in Q3 2026, its #101 holding.
  • Trellis Wealth Advisors first reported a position in Yatsen Holding in Q4 2023 and has held it in 2 quarters since.
  • Trellis Wealth Advisors's Yatsen Holding position peaked at $7.79K in Q4 2023.
  • 13 funds tracked by Wall St. Rank held Yatsen Holding as of Q3 2026.

Based on Trellis Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.