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Whalen Wealth Management’s Coherent COHR Stock Holding History

Whalen Wealth Management’s Portfolio COHR Stock Details COHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$360K Buy
+1,252
New +$376K 0.15% 149
2026
Q1 		– Sell
-1,652
Closed -$305K – 185
2025
Q4 		$305K Buy
+1,652
New +$247K 0.16% 160
2025
Q1 		– Sell
-2,393
Closed -$227K – 130
2024
Q4 		$227K Sell
2,393
-5,410
-69% -$541K 0.16% 133
2024
Q3 		$694K Sell
7,803
-1,900
-20% -$142K 0.49% 54
2024
Q2 		$703K Buy
9,703
+5,081
+110% +$305K 0.56% 35
2024
Q1 		$280K Buy
+4,622
New +$253K 0.21% 73

Other funds holding COHR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

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

Whalen Wealth Management opened a new position in Coherent (COHR) in Q3 2026: 1,252 shares worth $360K. The stake represents 0.15% of the portfolio and ranks #149 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in COHR as recently as Q4 2025.

Whalen Wealth Management first reported a position in COHR in Q1 2024 and has held it in 6 quarters since. The position peaked at $703K in Q2 2024. 34 funds tracked by Wall St. Rank hold COHR as of Q3 2026.

  • Whalen Wealth Management held 1,252 shares of Coherent worth $360K as of Q3 2026.
  • Coherent was a new Whalen Wealth Management position in Q3 2026.
  • Coherent made up 0.15% of Whalen Wealth Management's portfolio in Q3 2026, its #149 holding.
  • Whalen Wealth Management first reported a position in Coherent in Q1 2024 and has held it in 6 quarters since.
  • Whalen Wealth Management's Coherent position peaked at $703K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held Coherent as of Q3 2026.

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