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Twin Peaks Wealth Advisors’s Shenandoah Telecom SHEN Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-81
Closed -$1.03K – 1767
2025
Q2 		$1.03K Buy
+81
New +$1.03K ﹤0.01% 1767

Other funds holding SHEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return

Twin Peaks Wealth Advisors's SHEN Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Shenandoah Telecom (SHEN) in Q3 2025, closing a stake of 81 shares — an estimated $1.03K sold.

Twin Peaks Wealth Advisors first reported a position in SHEN in Q2 2025 and held it in 1 quarter. The position peaked at $1.03K in Q2 2025. 161 funds tracked by Wall St. Rank hold SHEN as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Shenandoah Telecom position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 81 Shenandoah Telecom shares in Q3 2025, an estimated $1.03K.
  • Twin Peaks Wealth Advisors first reported a position in Shenandoah Telecom in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Shenandoah Telecom position peaked at $1.03K in Q2 2025.
  • 161 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.