Momentous Wealth Management, Inc. quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Momentous Wealth Management, Inc. opened 7 positions, added to 15, reduced 10, sold out of 2 and left 1 unchanged. The largest increase in value was MU (+$653,328); the largest decrease was CVBF (-$2,277,452).
- CVBF: Country of operation United States; Class COM; Shares 2026-03-31 117,455; Shares 2026-06-30 0.
- NFLX: Country of operation United States; Class COM; Shares 2026-03-31 2,575; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2055574): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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