Position in CTKB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$50,992
-$11,025 QoQ
Shares Held
11,512
-18.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#108
of 154 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CTKB Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026AE Wealth Management LLC holds $13,702,853 across 13 Medical Devices names. CTKB ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
46,857 | $4,251,782 | |
| 2 | BSX |
Boston Scientific Corp
|
56,355 | $2,405,209 | |
| 3 | SYK |
Stryker Corp
|
6,680 | $2,103,118 | |
| 4 | MDT |
Medtronic plc
|
17,556 | $1,373,392 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
17,855 | $1,142,885 | |
| 6 | DXCM |
Dexcom Inc
|
11,627 | $783,067 | |
| 7 | EW |
Edwards Lifesciences Corp
|
4,840 | $437,815 | |
| 8 | PODD |
Insulet Corp
|
2,468 | $375,742 |
All Filings in CTKB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,992 | 11,512 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $62,017 | 14,193 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||