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Whalen Wealth Management’s Benchmark Electronics BHE Stock Holding History

Whalen Wealth Management’s Portfolio BHE Stock Details BHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,336
Closed -$428K – 208
2026
Q2 		$428K Sell
4,336
-2,364
-35% -$189K 0.19% 127
2026
Q1 		$376K Buy
+6,700
New +$360K 0.2% 133

Other funds holding BHE

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

Whalen Wealth Management sold out of Benchmark Electronics (BHE) in Q3 2026, closing a stake of 4,336 shares — an estimated $428K sold.

Whalen Wealth Management first reported a position in BHE in Q1 2026 and held it in 2 quarters. The position peaked at $428K in Q2 2026. 11 funds tracked by Wall St. Rank hold BHE as of Q3 2026.

  • Whalen Wealth Management reported no remaining Benchmark Electronics position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 4,336 Benchmark Electronics shares in Q3 2026, an estimated $428K.
  • Whalen Wealth Management first reported a position in Benchmark Electronics in Q1 2026 and held it in 2 quarters.
  • Whalen Wealth Management's Benchmark Electronics position peaked at $428K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2026.

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