Valeo Financial Advisors’s SentinelOne S Stock Holding History

Valeo Financial Advisors’s Portfolio S Stock Details S Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$225K	Buy	+9,470	New	+$196K	﹤0.01%	738

Other funds holding S

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

Valeo Financial Advisors opened a new position in SentinelOne (S) in Q3 2026: 9,470 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #738 among its holdings.

15 funds tracked by Wall St. Rank hold S as of Q3 2026.

Valeo Financial Advisors held 9,470 shares of SentinelOne worth $225K as of Q3 2026.
SentinelOne was a new Valeo Financial Advisors position in Q3 2026.
SentinelOne made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #738 holding.
15 funds tracked by Wall St. Rank held SentinelOne as of Q3 2026.

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