Position in ITRI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,341,009
New position
Shares Held
38,611
first reported quarter
Ownership
0.088%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#123
of 409 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026WCG Wealth Advisors LLC holds $3,341,009 across 1 Scientific & Technical Instruments name. ITRI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITRI |
Itron, Inc.
This page
|
38,611 | $3,341,009 |
All Filings in ITRI
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,341,009 | 38,611 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||