Wealth Effects’s CuriosityStream CURI Stock Holding History

Wealth Effects’s Portfolio CURI Stock Details CURI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-18,104	Closed	-$96K	–	219
2025 Q3	$96K	Buy	18,104 +34	+0.2%	+$157	0.03%	211
2025 Q2	$102K	Buy	+18,070	New	+$82.9K	0.04%	200
2025 Q1	–	Sell	-14,140	Closed	-$21.6K	–	205
2024 Q4	$21.6K	Buy	14,140 +1,026	+8%	+$1.98K	0.01%	212
2024 Q3	$25K	Buy	13,114 +58	+0.4%	+$79	0.01%	217
2024 Q2	$14.9K	Buy	13,056 +1,055	+9%	+$1.17K	0.01%	208
2024 Q1	$12.8K	Buy	12,001 +500	+4%	+$281	﹤0.01%	216
2023 Q4	$6.21K	Buy	+11,501	New	+$6.99K	﹤0.01%	227
2022 Q3	–	Sell	-15,901	Closed	-$27K	–	186
2022 Q2	$27K	Buy	15,901 +50	+0.3%	+$101	0.02%	185
2022 Q1	$46K	Buy	15,851 +4,301	+37%	+$17.3K	0.02%	201
2021 Q4	$68K	Buy	+11,550	New	+$97.3K	0.03%	211

Other funds holding CURI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Effects's CURI Position: Q4 2025 in Review

Wealth Effects sold out of CuriosityStream (CURI) in Q4 2025, closing a stake of 18,104 shares — an estimated $96K sold.

Wealth Effects first reported a position in CURI in Q4 2021 and held it in 10 quarters. The position peaked at $102K in Q2 2025. 121 funds tracked by Wall St. Rank hold CURI as of Q4 2025.

Wealth Effects reported no remaining CuriosityStream position as of Q4 2025 after selling out during the quarter.
Wealth Effects sold 18,104 CuriosityStream shares in Q4 2025, an estimated $96K.
Wealth Effects first reported a position in CuriosityStream in Q4 2021 and held it in 10 quarters.
Wealth Effects's CuriosityStream position peaked at $102K in Q2 2025.
121 funds tracked by Wall St. Rank held CuriosityStream as of Q4 2025.

Based on Wealth Effects's 13F filing for Q4 2025, filed 26 Jan 2026.