Trium Capital’s Shoals Technologies Group SHLS Stock Holding History

Trium Capital’s Portfolio SHLS Stock Details SHLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$71.5K	Buy	8,825 +8,579	+3,487%	+$72.2K	0.09%	43
2026 Q2	$2.44K	Sell	246 -74,551	-100%	-$677K	﹤0.01%	49
2026 Q1	$492K	Sell	74,797 -33,997	-31%	-$279K	0.35%	41
2025 Q4	$925K	Buy	108,794 +21,175	+24%	+$190K	0.72%	29
2025 Q3	$649K	Buy	+87,619	New	+$539K	0.25%	34
2023 Q4	–	Sell	-5,101	Closed	-$93K	–	79
2023 Q3	$93K	Buy	+5,101	New	+$114K	﹤0.01%	59

Other funds holding SHLS

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Trium Capital's SHLS Position: Q3 2026 in Review

Trium Capital increased its Shoals Technologies Group (SHLS) stake by 3,487% in Q3 2026, buying an estimated $72.2K and bringing the position to 8,825 shares worth $71.5K. The position accounts for 0.09% of the portfolio, ranked #43.

Trium Capital first reported a position in SHLS in Q3 2023 and has held it in 6 quarters since. The position peaked at $925K in Q4 2025. 28 funds tracked by Wall St. Rank hold SHLS as of Q3 2026.

Trium Capital held 8,825 shares of Shoals Technologies Group worth $71.5K as of Q3 2026.
Trium Capital bought 8,579 Shoals Technologies Group shares in Q3 2026, an estimated $72.2K.
Shoals Technologies Group made up 0.09% of Trium Capital's portfolio in Q3 2026, its #43 holding.
Trium Capital first reported a position in Shoals Technologies Group in Q3 2023 and has held it in 6 quarters since.
Trium Capital's Shoals Technologies Group position peaked at $925K in Q4 2025.
28 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2026.

Based on Trium Capital's 13F filing for Q3 2026, filed 16 Oct 2026.