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Mosley Wealth Management BX Position History
Blackstone Inc. • Financial Services
Quarters held
8
Latest value
$5.9M
Q3 2026
Peak value
$5.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $776K |
| Q4 2025 | $275K |
| Q1 2026 | $825K |
| Q1 2026 | $230K |
| Q2 2026 | $63K |
| Q2 2026 | $5.5M |
| Q3 2026 | $52K |
| Q3 2026 | $5.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.9M | 24.4K | — | — |
| Q3 2026 | $52K | 477 | — | — |
| Q2 2026 | $5.5M | 23.2K | — | — |
| Q2 2026 | $63K | 535 | — | — |
| Q1 2026 | $230K | 1.1K | — | — |
| Q1 2026 | $825K | 4.8K | — | — |
| Q4 2025 | $275K | 1.3K | — | — |
| Q4 2025 | $776K | 4.8K | — | — |
Other funds holding BX
$10.9B
$9.9B
$9.8B
$5.4B
$5.3B
$4.9B
$4.6B
Other Mosley Wealth Management positions
SCHW-PJ
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SCHW-PJ
$17.6MSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
VGES
$13.8MVANGUARD MEGA CAP ETF
JPM-PM
$13.6MJPMORGAN EQUITY PREMIUM INCOME ETF
BTCW
$13.5MWISDOMTREE FLOATING RATE TREASURY FUND
JPM-PM
$13.4MJPMORGAN EQUITY PREMIUM INCOME ETF
VGES
$13.3MVANGUARD MORNINGSTAR GROWTH ETF
VLO
$12.7MVANGUARD HEALTH CARE ETF