Wealth Effects’s PureCycle Technologies PCT Stock Holding History

Wealth Effects’s Portfolio PCT Stock Details PCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$267K	Buy	51,400 +5,000	+11%	+$41.6K	0.09%	175
2025 Q4	$399K	Hold	46,400	–	–	0.12%	126
2025 Q3	$610K	Sell	46,400 -13,200	-22%	-$183K	0.2%	96
2025 Q2	$817K	Hold	59,600	–	–	0.31%	67
2025 Q1	$412K	Sell	59,600 -5,600	-9%	-$50.3K	0.17%	111
2024 Q4	$668K	Sell	65,200 -28,000	-30%	-$325K	0.24%	78
2024 Q3	$885K	Buy	93,200 +4,300	+5%	+$28.8K	0.31%	66
2024 Q2	$526K	Buy	88,900 +4,000	+5%	+$21.7K	0.19%	100
2024 Q1	$528K	Sell	84,900 -2,150	-2%	-$10K	0.19%	103
2023 Q4	$353K	Buy	87,050 +31,750	+57%	+$139K	0.13%	138
2023 Q3	$310K	Sell	55,300 -1,450	-3%	-$13.6K	0.15%	131
2023 Q2	$607K	Buy	56,750 +250	+0.4%	+$1.81K	0.27%	82
2023 Q1	$396K	Buy	56,500 +8,458	+18%	+$58.9K	0.2%	115
2022 Q4	$325K	Sell	48,042 -250	-0.5%	-$1.8K	0.19%	125
2022 Q3	$390K	Buy	48,292 +2,633	+6%	+$22.5K	0.24%	97
2022 Q2	$339K	Buy	45,659 +909	+2%	+$7.61K	0.2%	110
2022 Q1	$358K	Buy	44,750 +28,500	+175%	+$208K	0.17%	122
2021 Q4	$156K	Buy	+16,250	New	+$196K	0.06%	203

Other funds holding PCT

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $697M AUM 23.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Shay Capital New York $704M AUM 37.47% 1-Year Est. Return

Geode Capital Management

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

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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