WFA
AFJK

Wellspring Financial Advisors’s Aimei Health Technology Co AFJK Stock Holding History

Wellspring Financial Advisors’s Portfolio AFJK Stock Details AFJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,000
Closed -$136K – 275
2025
Q3 		$136K Hold
12,000
– – 0.01% 169
2025
Q2 		$133K Buy
+12,000
New +$133K 0.01% 172
2024
Q4 		– Sell
-12,000
Closed -$126K – 148
2024
Q3 		$126K Hold
12,000
– – 0.02% 159
2024
Q2 		$124K Buy
+12,000
New +$124K 0.02% 147

Other funds holding AFJK

FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellspring Financial Advisors's AFJK Position: Q4 2025 in Review

Wellspring Financial Advisors sold out of Aimei Health Technology Co (AFJK) in Q4 2025, closing a stake of 12,000 shares — an estimated $136K sold.

Wellspring Financial Advisors first reported a position in AFJK in Q2 2024 and held it in 4 quarters. The position peaked at $136K in Q3 2025. 11 funds tracked by Wall St. Rank hold AFJK as of Q4 2025.

  • Wellspring Financial Advisors reported no remaining Aimei Health Technology Co position as of Q4 2025 after selling out during the quarter.
  • Wellspring Financial Advisors sold 12,000 Aimei Health Technology Co shares in Q4 2025, an estimated $136K.
  • Wellspring Financial Advisors first reported a position in Aimei Health Technology Co in Q2 2024 and held it in 4 quarters.
  • Wellspring Financial Advisors's Aimei Health Technology Co position peaked at $136K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Aimei Health Technology Co as of Q4 2025.

Based on Wellspring Financial Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.