WWP
BELFB

WR Wealth Planners’s Bel Fuse Inc Class B BELFB Stock Holding History

WR Wealth Planners’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$165 Hold
2
– – ﹤0.01% 1072
2024
Q3 		$157 Sell
2
-8
-80% -$545 ﹤0.01% 1109
2024
Q2 		$652 Buy
10
+4
+67% +$251 ﹤0.01% 996
2024
Q1 		$362 Buy
+6
New +$372 ﹤0.01% 1070

Other funds holding BELFB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WR Wealth Planners's BELFB Position: Q4 2024 in Review

WR Wealth Planners held its Bel Fuse Inc Class B (BELFB) position steady in Q4 2024 at 2 shares worth $165. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

WR Wealth Planners first reported a position in BELFB in Q1 2024 and has held it in 4 quarters since. The position peaked at $652 in Q2 2024. 168 funds tracked by Wall St. Rank hold BELFB as of Q4 2024.

  • WR Wealth Planners held 2 shares of Bel Fuse Inc Class B worth $165 as of Q4 2024.
  • WR Wealth Planners left its Bel Fuse Inc Class B share count unchanged in Q4 2024.
  • Bel Fuse Inc Class B made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1072 holding.
  • WR Wealth Planners first reported a position in Bel Fuse Inc Class B in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Bel Fuse Inc Class B position peaked at $652 in Q2 2024.
  • 168 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.