Wealthspire Advisors, LLC POGRX β€” PRIMECAP ODYSSEY GROWTH FUND

Ownership history in Wealthspire Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Wealthspire Advisors, LLC reported PRIMECAP ODYSSEY GROWTH FUND (POGRX) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows POGRX at 0.00% 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 POGRX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthspire Advisors, LLC's position in PRIMECAP ODYSSEY GROWTH FUND, 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
2026 Q2

POGRX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 Wealthspire Advisors, LLC held POGRX β€” position size vs. price
% of Fund (quarterly)    POGRX 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)
2026 Q2 INITIATED β€” β€” β€” 18,215 β€” β€” 0.00% $895K 2026-08-11 $46.95

🏒 Other funds also holding POGRX

As of 2026 Q2 β€” sorted by position size

Coston, McIsaac & Partners 3Y 0.0%

FAQ About Wealthspire Advisors, LLC and POGRX

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

How long has Wealthspire Advisors, LLC reported owning POGRX?

Wealthspire Advisors, LLC reported POGRX across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported POGRX position in Wealthspire Advisors, LLC's portfolio?

The largest reported portfolio weight for POGRX was 0.00% in 2026 Q2.

What is the latest reported POGRX position on this page?

The most recent filing on this page is 2026 Q2, when Wealthspire Advisors, LLC reported 18,215 shares, equal to 0.00% of portfolio, with an estimated market value of $895K.

What does the chart on this POGRX ownership page compare?

The chart compares Wealthspire Advisors, LLC's quarterly POGRX 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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