Wealthquest Corp

Position in CODA — Coda Octopus Group, Inc.

CIK 1632968 CINCINNATI, OH

Position in CODA

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$124,596

-$40,417 QoQ

Shares Held

12,753

-12.7% QoQ

Ownership

0.113%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

of 4 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Wealthquest Corp holds $3,287,844 across 5 Aerospace & Defense names. CODA ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	5,997	$2,241,258
2	WWD	Woodward, Inc.	828	$352,264
3	HONA	Honeywell Aerospace Inc.	1,452	$320,601
4	LMT	Lockheed Martin Corp	489	$249,125
5	CODA	Coda Octopus Group, Inc. This page	12,753	$124,596

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$124,596	12,753	-12.7%	Shares	Sole	2026-07-23
2026-03-31	$165,013	14,603	0.0%	Shares	Sole	2026-05-07
2025-12-31	$135,807	14,603	0.0%	Shares	Sole	2026-02-09
2025-09-30	$117,189	14,603	0.0%	Shares	Sole	2025-11-05
2025-06-30	$119,452	14,603	0.0%	Shares	Sole	2025-08-13
2025-03-31	$91,122	14,603	0.0%	Shares	Sole	2025-05-08
2024-12-31	$114,341	14,603	0.0%	Shares	Sole	2025-01-16
2024-09-30	$105,871	14,603	—	Shares	Sole	2024-11-21
No filing history on record for this holder in this stock.