Position in COHR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$986,569
+$390,092 QoQ
Shares Held
2,501
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#714
of 1,295 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COHR Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026BALANCED WEALTH GROUP LLC holds $986,569 across 1 Scientific & Technical Instruments name. COHR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
This page
|
2,501 | $986,569 |
All Filings in COHR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $986,569 | 2,501 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $596,477 | 2,504 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $516,611 | 2,799 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $301,508 | 2,799 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $249,698 | 2,799 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $272,064 | 2,872 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $255,349 | 2,872 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $208,105 | 2,872 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||