Ownership history in Wealthquest Corp Β· 5 quarters on record
This page tracks every 13F SEC filing in which Wealthquest Corp reported a position in CODA OCTOPUS GROUP INC COM NEW (CODA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Wealthquest Corp outperformed the S&P 500 by +7.1% annually on this CODA position. Average cost basis: $7.25. Maximum drawdown during holding period: β2.0%.
π₯ Exceptional β beat the S&P 500 by 7.1% per year on this position.
4 quarters analyzed
Best entry: $7.25 (2024 Q3) Β· Worst: $7.25 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 0 trims. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size