Whalen Wealth Management’s Alpha Teknova TKNO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,386	Closed	-$76.7K	–	238
2025 Q3	$76.7K	Buy	+12,386	New	+$58.2K	0.04%	176
2025 Q1	–	Sell	-28,744	Closed	-$240K	–	175
2024 Q4	$240K	Buy	+28,744	New	+$200K	0.17%	126

Other funds holding TKNO

Roubaix Capital Denver, Colorado $214M AUM 32.43% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

Massar Capital Management Stamford, Connecticut $934M AUM 14.18% 1-Year Est. Return

Whalen Wealth Management's TKNO Position: Q4 2025 in Review

Whalen Wealth Management sold out of Alpha Teknova (TKNO) in Q4 2025, closing a stake of 12,386 shares — an estimated $76.7K sold.

Whalen Wealth Management first reported a position in TKNO in Q4 2024 and held it in 2 quarters. The position peaked at $240K in Q4 2024. 69 funds tracked by Wall St. Rank hold TKNO as of Q4 2025.

Whalen Wealth Management reported no remaining Alpha Teknova position as of Q4 2025 after selling out during the quarter.
Whalen Wealth Management sold 12,386 Alpha Teknova shares in Q4 2025, an estimated $76.7K.
Whalen Wealth Management first reported a position in Alpha Teknova in Q4 2024 and held it in 2 quarters.
Whalen Wealth Management's Alpha Teknova position peaked at $240K in Q4 2024.
69 funds tracked by Wall St. Rank held Alpha Teknova as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.