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Wealthquest’s Coda Octopus Group CODA Stock Holding History

Wealthquest’s Portfolio CODA Stock Details CODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$125K Buy
+12,753
New +$148K 0.01% 176
2026
Q1 		– Sell
-14,603
Closed -$136K – 153
2025
Q4 		$136K Hold
14,603
– – 0.01% 148
2025
Q3 		$117K Hold
14,603
– – 0.01% 46
2025
Q2 		$119K Hold
14,603
– – 0.01% 137
2025
Q1 		$91.1K Hold
14,603
– – 0.01% 134
2024
Q4 		$114K Hold
14,603
– – 0.01% 127
2024
Q3 		$108K Buy
+14,603
New +$102K 0.01% 129

Other funds holding CODA

NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.99% 1-Year Est. Return

Wealthquest's CODA Position: Q2 2026 in Review

Wealthquest opened a new position in Coda Octopus Group (CODA) in Q2 2026: 12,753 shares worth $125K. The stake represents 0.01% of the portfolio and ranks #176 among its holdings. This is a return to the name: Wealthquest previously reported a position in CODA as recently as Q4 2025.

Wealthquest first reported a position in CODA in Q3 2024 and has held it in 7 quarters since. The position peaked at $136K in Q4 2025. 12 funds tracked by Wall St. Rank hold CODA as of Q2 2026.

  • Wealthquest held 12,753 shares of Coda Octopus Group worth $125K as of Q2 2026.
  • Coda Octopus Group was a new Wealthquest position in Q2 2026.
  • Coda Octopus Group made up 0.01% of Wealthquest's portfolio in Q2 2026, its #176 holding.
  • Wealthquest first reported a position in Coda Octopus Group in Q3 2024 and has held it in 7 quarters since.
  • Wealthquest's Coda Octopus Group position peaked at $136K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.