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Peak shares owned by Napa Wealth Management

Quarter-by-quarter ownership of Peak (DOC) shares owned by Napa Wealth Management from 13F filings

Historical chart of Napa Wealth Management investment in Peak

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All positions including Peak held by Napa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $316k 14k 22.87
2024-06-30 $211k 11k 19.60

More positions owned by Napa Wealth Management

Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Apple (AAPL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
NVIDIA Corporation (NVDA)
UnitedHealth (UNH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Hercules Technology Growth Capital (HTGC)

View all positions for Napa Wealth Management

Top funds holding Peak

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Invesco
Cohen & Steers Capital Management
Geode Capital Management
Hanna Zanoni
Morgan Stanley
Centersquare Investment Management
Dimensional Fund Advisors
Charles Schwab Investment Management
Cullen Capital Management
Deutsche Bank Aktiengesellschaft

View all funds holding Peak