Number of Shares
1,121
Previous 2,263 50.46%
Holding current value
$331 Million
Previous $558 Million 40.57%
% of portfolio
0.09%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

SELL
N/A
-1,142 Reduced 50.46%
1,121 $331 Million
Q3 2025

Oct 24, 2025

BUY
N/A
38 Added 1.71%
2,263 $558 Million
Q2 2025

Jul 15, 2025

BUY
N/A
2,225 New
2,225 $347 Million
Q4 2024

Feb 04, 2025

BUY
N/A
2,429 New
2,429 $224 Million
Track This Portfolio

Track World Equity Group, Inc. Portfolio

Follow World Equity Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of World Equity Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on World Equity Group, Inc. with notifications on news.