Valley Wealth Managers’s Adams Natural Resources Fund PEO Stock Holding History

Valley Wealth Managers’s Portfolio PEO Stock Details PEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$23.9K	Buy	+869	New	+$23.9K	﹤0.01%	256

Other funds holding PEO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CIG

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

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

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

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

Valley Wealth Managers opened a new position in Adams Natural Resources Fund (PEO) in Q3 2026: 869 shares worth $23.9K. The stake represents ﹤0.01% of the portfolio and ranks #256 among its holdings.

7 funds tracked by Wall St. Rank hold PEO as of Q3 2026.

Valley Wealth Managers held 869 shares of Adams Natural Resources Fund worth $23.9K as of Q3 2026.
Adams Natural Resources Fund was a new Valley Wealth Managers position in Q3 2026.
Adams Natural Resources Fund made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #256 holding.
7 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q3 2026.

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