Whalen Wealth Management’s Flex FLEX Stock Holding History

Whalen Wealth Management’s Portfolio FLEX Stock Details FLEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$899K	Sell	8,172 -701	-8%	-$83K	0.38%	74
2026 Q2	$1.44M	Sell	8,873 -3,841	-30%	-$466K	0.65%	45
2026 Q1	$832K	Buy	12,714 +4,465	+54%	+$286K	0.45%	59
2025 Q4	$498K	Sell	8,249 -746	-8%	-$46.1K	0.27%	94
2025 Q3	$521K	Sell	8,995 -1,356	-13%	-$72K	0.3%	74
2025 Q2	$517K	Sell	10,351 -570	-5%	-$22.2K	0.32%	92
2025 Q1	$361K	Buy	10,921 +4,251	+64%	+$167K	0.24%	97
2024 Q4	$256K	Buy	+6,670	New	+$247K	0.18%	111
2024 Q1	–	Sell	-18,055	Closed	-$414K	–	135
2023 Q4	$414K	Buy	+18,055	New	+$361K	0.37%	71

Other funds holding FLEX

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

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

SRM

Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

VFP

Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return

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

Whalen Wealth Management reduced its Flex (FLEX) stake by 7.9% in Q3 2026, selling an estimated $83K and leaving 8,172 shares worth $899K. The position accounts for 0.38% of the portfolio, ranked #74.

Whalen Wealth Management first reported a position in FLEX in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.44M in Q2 2026. 23 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

Whalen Wealth Management held 8,172 shares of Flex worth $899K as of Q3 2026.
Whalen Wealth Management sold 701 Flex shares in Q3 2026, an estimated $83K.
Flex made up 0.38% of Whalen Wealth Management's portfolio in Q3 2026, its #74 holding.
Whalen Wealth Management first reported a position in Flex in Q4 2023 and has held it in 9 quarters since.
Whalen Wealth Management's Flex position peaked at $1.44M in Q2 2026.
23 funds tracked by Wall St. Rank held Flex as of Q3 2026.

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