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Whalen Wealth Management’s Illumina ILMN Stock Holding History

Whalen Wealth Management’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$262K Buy
+956
New +$201K 0.11% 178
2024
Q4 		– Sell
-3,677
Closed -$480K – 159
2024
Q3 		$480K Buy
+3,677
New +$454K 0.34% 71

Other funds holding ILMN

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BVL
Beau Ventures, LLc Pittsford, New York $1.06B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

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

Whalen Wealth Management opened a new position in Illumina (ILMN) in Q3 2026: 956 shares worth $262K. The stake represents 0.11% of the portfolio and ranks #178 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in ILMN as recently as Q3 2024.

Whalen Wealth Management first reported a position in ILMN in Q3 2024 and has held it in 2 quarters since. The position peaked at $480K in Q3 2024. 72 funds tracked by Wall St. Rank hold ILMN as of Q3 2026.

  • Whalen Wealth Management held 956 shares of Illumina worth $262K as of Q3 2026.
  • Illumina was a new Whalen Wealth Management position in Q3 2026.
  • Illumina made up 0.11% of Whalen Wealth Management's portfolio in Q3 2026, its #178 holding.
  • Whalen Wealth Management first reported a position in Illumina in Q3 2024 and has held it in 2 quarters since.
  • Whalen Wealth Management's Illumina position peaked at $480K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held Illumina as of Q3 2026.

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