WAAG
KLIC icon

Wealth Alliance Advisory Group’s Kulicke & Soffa KLIC Stock Holding History

Wealth Alliance Advisory Group’s Portfolio KLIC Stock Details KLIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,000
Closed -$268K – 211
2026
Q2 		$268K Buy
+2,000
New +$196K 0.04% 170

Other funds holding KLIC

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Wealth Alliance Advisory Group's KLIC Position: Q3 2026 in Review

Wealth Alliance Advisory Group sold out of Kulicke & Soffa (KLIC) in Q3 2026, closing a stake of 2,000 shares — an estimated $268K sold.

Wealth Alliance Advisory Group first reported a position in KLIC in Q2 2026 and held it in 1 quarter. The position peaked at $268K in Q2 2026. 18 funds tracked by Wall St. Rank hold KLIC as of Q3 2026.

  • Wealth Alliance Advisory Group reported no remaining Kulicke & Soffa position as of Q3 2026 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 2,000 Kulicke & Soffa shares in Q3 2026, an estimated $268K.
  • Wealth Alliance Advisory Group first reported a position in Kulicke & Soffa in Q2 2026 and held it in 1 quarter.
  • Wealth Alliance Advisory Group's Kulicke & Soffa position peaked at $268K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.