WWM
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Whalen Wealth Management’s ASE Group ASX Stock Holding History

Whalen Wealth Management’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-5,830
Closed -$263K – 206
2026
Q2 		$263K Sell
5,830
-10,901
-65% -$366K 0.12% 171
2026
Q1 		$363K Sell
16,731
-2,369
-12% -$49.8K 0.19% 135
2025
Q4 		$308K Buy
+19,100
New +$271K 0.17% 159

Other funds holding ASX

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Whalen Wealth Management's ASX Position: Q3 2026 in Review

Whalen Wealth Management sold out of ASE Group (ASX) in Q3 2026, closing a stake of 5,830 shares — an estimated $263K sold.

Whalen Wealth Management first reported a position in ASX in Q4 2025 and held it in 3 quarters. The position peaked at $363K in Q1 2026. 18 funds tracked by Wall St. Rank hold ASX as of Q3 2026.

  • Whalen Wealth Management reported no remaining ASE Group position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 5,830 ASE Group shares in Q3 2026, an estimated $263K.
  • Whalen Wealth Management first reported a position in ASE Group in Q4 2025 and held it in 3 quarters.
  • Whalen Wealth Management's ASE Group position peaked at $363K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held ASE Group as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.