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Adam Colby

@Wealth Group Ltd

Latest period2024 - Q4ReportedManaged Assets$345.902MTotal holdings65
Assets growth rate0.69%Assets growth rate (2-Q avg)2.24%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Group Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Wealth Group Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 345.902M in assets, with a quarterly growth rate of 0.69% and a 2-quarter average growth rate of 2.24%. The portfolio is managed by Adam Colby, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TSLATesla Incorporated
Recent Activity
New Position
0.08%
$275,419
682 shares@ $403.85 avg price
FBTCFidelity
Recent Activity
New Position
0.08%
$244,495
2,997 shares@ $81.58 avg price
ZNOGZion Oil & Gas Incorporated
Recent Activity
New Position
0.01%
$3,829
34,185 shares@ $0.12 avg price