Valley Wealth Managers
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Valley Wealth Managers’s CMB.TECH NV CMBT Stock Holding History

Valley Wealth Managers’s Portfolio CMBT Stock Details CMBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,565
Closed -$36.2K – 362
2026
Q2 		$36.2K Hold
2,565
– – ﹤0.01% 232
2026
Q1 		$32.6K Buy
+2,565
New +$32.2K ﹤0.01% 229

Other funds holding CMBT

Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BLC
Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $79.4M AUM 36.67% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Valley Wealth Managers's CMBT Position: Q3 2026 in Review

Valley Wealth Managers sold out of CMB.TECH NV (CMBT) in Q3 2026, closing a stake of 2,565 shares — an estimated $36.2K sold.

Valley Wealth Managers first reported a position in CMBT in Q1 2026 and held it in 2 quarters. The position peaked at $36.2K in Q2 2026. 9 funds tracked by Wall St. Rank hold CMBT as of Q3 2026.

  • Valley Wealth Managers reported no remaining CMB.TECH NV position as of Q3 2026 after selling out during the quarter.
  • Valley Wealth Managers sold 2,565 CMB.TECH NV shares in Q3 2026, an estimated $36.2K.
  • Valley Wealth Managers first reported a position in CMB.TECH NV in Q1 2026 and held it in 2 quarters.
  • Valley Wealth Managers's CMB.TECH NV position peaked at $36.2K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held CMB.TECH NV as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.