Back to COF-PN
Amplius Wealth Advisors, LLC → COF-PN
Amplius Wealth Advisors, LLC COF-PN Position History
COF-PN
Quarters held
6
Latest value
$298K
Q3 2026
Peak value
$36.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $33.6M |
| Q1 2026 | $32.9M |
| Q2 2026 | $36.2M |
| Q2 2026 | $440K |
| Q3 2026 | $36.9M |
| Q3 2026 | $298K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $298K | 1.5K | — | — |
| Q3 2026 | $36.9M | 1.03M | — | — |
| Q2 2026 | $440K | 2.2K | — | — |
| Q2 2026 | $36.2M | 994.6K | — | — |
| Q1 2026 | $32.9M | 992.4K | — | — |
| Q4 2025 | $33.6M | 1.03M | — | — |
Other funds holding COF-PN
$5.6B
$5.6B
$3.6B
$3.3B
$3.1B
$2.9B