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Valeo Financial Advisors’s Opendoor OPEN Stock Holding History

Valeo Financial Advisors’s Portfolio OPEN Stock Details OPEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$101K Buy
42,413
+912
+2% +$3.27K ﹤0.01% 810
2026
Q2 		$192K Buy
41,501
+440
+1% +$2.11K ﹤0.01% 772
2026
Q1 		$192K Buy
+41,061
New +$221K ﹤0.01% 696
2025
Q3 		– Sell
-189,742
Closed -$97.9K – 871
2025
Q2 		$97.9K Buy
+189,742
New +$137K ﹤0.01% 741
2024
Q4 		– Sell
-21,445
Closed -$41.5K – 776
2024
Q3 		$41.5K Buy
21,445
+8,532
+66% +$17.3K ﹤0.01% 691
2024
Q2 		$23K Buy
+12,913
New +$27.8K ﹤0.01% 649
2023
Q1 		– Sell
-10,480
Closed -$11.8K – 661
2022
Q4 		$11.8K Buy
+10,480
New +$20.1K ﹤0.01% 532
2022
Q2 		– Sell
-16,776
Closed -$140K – 611
2022
Q1 		$140K Buy
16,776
+2,097
+14% +$19.5K 0.01% 568
2021
Q4 		$208K Buy
+14,679
New +$271K 0.01% 511
2021
Q2 		– Sell
-6,183
Closed -$127K – 1398
2021
Q1 		$127K Sell
6,183
-518
-8% -$13.7K 0.01% 553
2020
Q4 		$147K Buy
6,701
+5,306
+380% +$111K 0.01% 480
2020
Q3 		$26K Buy
+1,395
New +$16.7K ﹤0.01% 852

Other funds holding OPEN

DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

Valeo Financial Advisors increased its Opendoor (OPEN) stake by 2.2% in Q3 2026, buying an estimated $3.27K and bringing the position to 42,413 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Valeo Financial Advisors first reported a position in OPEN in Q3 2020 and has held it in 12 quarters since. The position peaked at $208K in Q4 2021. 7 funds tracked by Wall St. Rank hold OPEN as of Q3 2026.

  • Valeo Financial Advisors held 42,413 shares of Opendoor worth $101K as of Q3 2026.
  • Valeo Financial Advisors bought 912 Opendoor shares in Q3 2026, an estimated $3.27K.
  • Opendoor made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #810 holding.
  • Valeo Financial Advisors first reported a position in Opendoor in Q3 2020 and has held it in 12 quarters since.
  • Valeo Financial Advisors's Opendoor position peaked at $208K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Opendoor as of Q3 2026.

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