Trilogy Capital
COHR icon

Trilogy Capital’s Coherent COHR Stock Holding History

Trilogy Capital’s Portfolio COHR Stock Details COHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$602K Buy
2,090
+490
+31% +$147K 0.02% 257
2026
Q2 		$631K Buy
1,600
+250
+19% +$88.4K 0.02% 247
2026
Q1 		$322K Hold
1,350
– – 0.01% 312
2025
Q4 		$249K Buy
+1,350
New +$202K 0.01% 348
2025
Q3 		– Sell
-3,000
Closed -$268K – 377
2025
Q2 		$268K Buy
+3,000
New +$216K 0.01% 310

Other funds holding COHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Trilogy Capital's COHR Position: Q3 2026 in Review

Trilogy Capital increased its Coherent (COHR) stake by 31% in Q3 2026, buying an estimated $147K and bringing the position to 2,090 shares worth $602K. The position accounts for 0.02% of the portfolio, ranked #257.

Trilogy Capital first reported a position in COHR in Q2 2025 and has held it in 5 quarters since. The position peaked at $631K in Q2 2026. 710 funds tracked by Wall St. Rank hold COHR as of Q3 2026.

  • Trilogy Capital held 2,090 shares of Coherent worth $602K as of Q3 2026.
  • Trilogy Capital bought 490 Coherent shares in Q3 2026, an estimated $147K.
  • Coherent made up 0.02% of Trilogy Capital's portfolio in Q3 2026, its #257 holding.
  • Trilogy Capital first reported a position in Coherent in Q2 2025 and has held it in 5 quarters since.
  • Trilogy Capital's Coherent position peaked at $631K in Q2 2026.
  • 710 funds tracked by Wall St. Rank held Coherent as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.