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Valeo Financial Advisors’s Argan AGX Stock Holding History

Valeo Financial Advisors’s Portfolio AGX Stock Details AGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$489K Sell
1,293
-44
-3% -$22.6K 0.01% 469
2026
Q2 		$1.07M Buy
1,337
+802
+150% +$534K 0.02% 298
2026
Q1 		$291K Buy
+535
New +$218K 0.01% 560
2021
Q2 		– Sell
-58
Closed -$3K – 548
2021
Q1 		$3K Buy
+58
New +$2.8K ﹤0.01% 1667

Other funds holding AGX

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Valeo Financial Advisors's AGX Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Argan (AGX) stake by 3.3% in Q3 2026, selling an estimated $22.6K and leaving 1,293 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #469.

Valeo Financial Advisors first reported a position in AGX in Q1 2021 and has held it in 4 quarters since. The position peaked at $1.07M in Q2 2026. 13 funds tracked by Wall St. Rank hold AGX as of Q3 2026.

  • Valeo Financial Advisors held 1,293 shares of Argan worth $489K as of Q3 2026.
  • Valeo Financial Advisors sold 44 Argan shares in Q3 2026, an estimated $22.6K.
  • Argan made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #469 holding.
  • Valeo Financial Advisors first reported a position in Argan in Q1 2021 and has held it in 4 quarters since.
  • Valeo Financial Advisors's Argan position peaked at $1.07M in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Argan as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.