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SMXT — SOLARMAX TECHNOLOGY INC · All Fund Holders
Funds holding (latest): 25 · Reported value held: $2.36M
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Invesco Ltd history | Q2 2024 | 336.85K | $1.11M | 0.00% | New |
| Vanguard Group history | Q4 2025 | 762.07K | $625.66K | 0.00% | Hold |
| Geode Capital Management history | Q2 2026 | 377.79K | $131.85K | 0.00% | Reduce |
| Balyasny Asset Management history | Q1 2024 | 12.74K | $116.59K | 0.00% | New |
| Charles Schwab Investment Management history | Q1 2025 | 72.19K | $86.62K | 0.00% | Hold |
| Two Sigma Investments history | Q1 2026 | 61.83K | $43.35K | 0.00% | Reduce |
| BNY Mellon history | Q1 2025 | 35.24K | $42.29K | 0.00% | New |
| Northern Trust Corp history | Q2 2026 | 98.88K | $34.51K | 0.00% | Reduce |
| Marshall Wace history | Q2 2024 | 10.26K | $33.76K | 0.00% | Reduce |
| AQR Capital Management history | Q2 2025 | 25.60K | $27.90K | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 79.58K | $27.77K | 0.00% | Reduce |
| Citadel Advisors history | Q1 2026 | 32.02K | $22.45K | 0.00% | New |
| Renaissance Technologies history | Q2 2026 | 50.08K | $17.48K | 0.00% | Reduce |
| Millennium Management history | Q3 2025 | 15.53K | $16.30K | 0.00% | Reduce |
| Goldman Sachs Group history | Q3 2025 | 11.77K | $12.36K | 0.00% | Reduce |
| Point72 Asset Management history | Q4 2025 | 11.15K | $9.15K | 0.00% | New |
| Legal & General Investment Management America history | Q1 2025 | 2.22K | $2.67K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q1 2026 | 878 | $616 | 0.00% | Hold |
| Wells Fargo & Co history | Q2 2025 | 234 | $255 | 0.00% | Reduce |
| Bank of America Corp history | Q4 2025 | 34 | $28 | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 75 | $25 | 0.00% | New |
| BlackRock Inc history | Q2 2026 | 69 | $24 | 0.00% | Reduce |
| T. Rowe Price Associates history | Q1 2025 | 12.91K | $16 | 0.00% | Hold |
| Morgan Stanley history | Q3 2025 | 11 | $12 | 0.00% | Reduce |
| Citigroup Inc history | Q1 2026 | 1 | $1 | 0.00% | New |