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
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

VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $23.4B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $541M AUM 1,009.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Effects's ZENA Position: Q1 2026 in Review

Wealth Effects increased its ZenaTech Inc (ZENA) stake by 31% in Q1 2026, buying an estimated $45.4K and bringing the position to 63,000 shares worth $144K. The position accounts for 0.05% of the portfolio, ranked #223.

Wealth Effects first reported a position in ZENA in Q3 2025 and has held it in 3 quarters since. The position peaked at $154K in Q4 2025. 37 funds tracked by Wall St. Rank hold ZENA as of Q1 2026.

  • Wealth Effects held 63,000 shares of ZenaTech Inc worth $144K as of Q1 2026.
  • Wealth Effects bought 15,000 ZenaTech Inc shares in Q1 2026, an estimated $45.4K.
  • ZenaTech Inc made up 0.05% of Wealth Effects's portfolio in Q1 2026, its #223 holding.
  • Wealth Effects first reported a position in ZenaTech Inc in Q3 2025 and has held it in 3 quarters since.
  • Wealth Effects's ZenaTech Inc position peaked at $154K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held ZenaTech Inc as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.