WE
ZENA

Wealth Effects’s ZenaTech Inc ZENA Stock Holding History

Wealth Effects’s Portfolio ZENA Stock Details ZENA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$101K Buy
67,500
+4,500
+7% +$8.06K 0.03% 250
2026
Q1 		$144K Buy
63,000
+15,000
+31% +$45.4K 0.05% 223
2025
Q4 		$154K Buy
48,000
+25,000
+109% +$104K 0.05% 209
2025
Q3 		$110K Buy
+23,000
New +$115K 0.04% 210

Other funds holding ZENA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM

Wealth Effects's ZENA Position: Q2 2026 in Review

Wealth Effects increased its ZenaTech Inc (ZENA) stake by 7.1% in Q2 2026, buying an estimated $8.06K and bringing the position to 67,500 shares worth $101K. The position accounts for 0.03% of the portfolio, ranked #250.

Wealth Effects first reported a position in ZENA in Q3 2025 and has held it in 4 quarters since. The position peaked at $154K in Q4 2025. 69 funds tracked by Wall St. Rank hold ZENA as of Q2 2026.

  • Wealth Effects held 67,500 shares of ZenaTech Inc worth $101K as of Q2 2026.
  • Wealth Effects bought 4,500 ZenaTech Inc shares in Q2 2026, an estimated $8.06K.
  • ZenaTech Inc made up 0.03% of Wealth Effects's portfolio in Q2 2026, its #250 holding.
  • Wealth Effects first reported a position in ZenaTech Inc in Q3 2025 and has held it in 4 quarters since.
  • Wealth Effects's ZenaTech Inc position peaked at $154K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held ZenaTech Inc as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.