Turn8 Private Wealth Inc. SIEGY β€” SIEMENS AG SPON ADR

Ownership history in Turn8 Private Wealth Inc.  Β·  1 quarter on record

AI Ownership Summary

Turn8 Private Wealth Inc. reported SIEMENS AG SPON ADR (SIEGY) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 2.57% in 2025 Q4. The latest visible filing shows SIEGY at 2.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SIEGY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Turn8 Private Wealth Inc.'s position in SIEMENS AG SPON ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SIEGY was reported at 2.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.57% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Turn8 Private Wealth Inc. held SIEGY β€” position size vs. price
% of Fund (quarterly)    SIEGY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 25,662 β€” β€” 2.57% $3.6M 2026-02-10 $153.76

FAQ About Turn8 Private Wealth Inc. and SIEGY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Turn8 Private Wealth Inc. reported owning SIEGY?

Turn8 Private Wealth Inc. reported SIEGY across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported SIEGY position in Turn8 Private Wealth Inc.'s portfolio?

The largest reported portfolio weight for SIEGY was 2.57% in 2025 Q4.

What is the latest reported SIEGY position on this page?

The most recent filing on this page is 2025 Q4, when Turn8 Private Wealth Inc. reported 25,662 shares, equal to 2.57% of portfolio, with an estimated market value of $3.6M.

What does the chart on this SIEGY ownership page compare?

The chart compares Turn8 Private Wealth Inc.'s quarterly SIEGY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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