Back to PHIN
Legacy Wealth Asset Management, LLC → PHIN
Legacy Wealth Asset Management, LLC PHIN Position History
PHINIA Inc. • Industrials
Quarters held
5
Latest value
$1.6M
Q3 2026
Peak value
$2.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q4 2025 | $2.3M |
| Q1 2026 | $2.5M |
| Q2 2026 | $1.7M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 126.6K | — | — |
| Q2 2026 | $1.7M | 125.4K | — | — |
| Q1 2026 | $2.5M | 131.8K | — | — |
| Q4 2025 | $2.3M | 108.9K | — | — |
| Q3 2025 | $2.2M | 117.2K | — | — |
Other funds holding PHIN
$263M
$239.1M
$201.4M
$200.1M
$200.1M
$163.3M
$132.1M
$132.1M