Institutions / Fusion Family Wealth, LLC / Activity
Activity — Fusion Family Wealth, LLC
34 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 464287168 Common stock | $781 | +5 +0.10% | 5,037 0.05% of portfolio | low |
| Q2 2026 as of | Add | JPMorgan Chase & Co Common stock | $982 | +3 +0.31% | 978 0.02% of portfolio | low |
| Q2 2026 as of | Add | 78462F103 Common stock | $1.5K | +2 +0.02% | 9,637 0.48% of portfolio | low |
| Q2 2026 as of | Add | 464287465 Common stock | $1.9K | +18 +0.09% | 21,140 0.15% of portfolio | low |
| Q2 2026 as of | Add | 78468R853 Common stock | $9.0K | +156 +2.06% | 7,727 0.03% of portfolio | low |
| Q2 2026 as of | Add | 78464A854 Common stock | $12.7K | +145 +4.76% | 3,190 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 464287507 Common stock | $-70.8K | -918 -4.33% | 20,303 0.10% of portfolio | low |
| Q2 2026 as of | Trim | 78464A847 Common stock | $-91.3K | -1K -9.08% | 13,539 0.06% of portfolio | low |
| Q2 2026 as of | Exit | Tesla Inc Common stock | $-203.7K | -453 -100.00% | 0 | low |
| Q2 2026 as of | New | GE Vernova Inc. Common stock | $224.4K | +191 | 191 0.01% of portfolio | low |
| Q2 2026 as of | New | Marvell Technology, Inc. Common stock | $250.8K | +842 | 842 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 922908637 Common stock | $-259.3K | -754 -1.74% | 42,544 0.97% of portfolio | low |
| Q2 2026 as of | New | 92204A702 Common stock | $300.2K | +3K | 2,512 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 46138G664 Common stock | $-368.6K | -6K -0.42% | 1,471,806 5.82% of portfolio | low |
| Q2 2026 as of | Add | 464287614 Common stock | $371.4K | +3K +300.00% | 3,988 0.03% of portfolio | low |
| Q2 2026 as of | New | 921937835 Common stock | $434.2K | +6K | 5,915 0.03% of portfolio | low |
| Q2 2026 as of | Add | 921943858 Common stock | $735.0K | +10K +0.53% | 1,954,410 9.25% of portfolio | low |
| Q2 2026 as of | New | 46138J783 Common stock | $848.0K | +43K | 43,231 0.06% of portfolio | low |
| Q2 2026 as of | Trim | 46432F842 Common stock | $-866.9K | -9K -1.53% | 576,900 3.70% of portfolio | low |
| Q2 2026 as of | Trim | 464287200 Common stock | $-1.00M | -1K -3.62% | 35,533 1.77% of portfolio | low |
| Q2 2026 as of | Trim | 464287804 Common stock | $-1.15M | -8K -4.43% | 167,000 1.65% of portfolio | low |
| Q2 2026 as of | Add | 46138G672 Common stock | $1.15M | +8K +1.46% | 545,385 5.30% of portfolio | low |
| Q2 2026 as of | Add | 46138G649 Common stock | $1.57M | +5K +3.40% | 157,545 3.17% of portfolio | low |
| Q2 2026 as of | Add | 922908736 Common stock | $1.66M | +19K +500.00% | 23,064 0.13% of portfolio | low |
| Q2 2026 as of | Add | 922908629 Common stock | $2.47M | +31K +272.58% | 41,871 0.22% of portfolio | low |
| Q2 2026 as of | Trim | 922042718 Common stock | $-2.99M | -19K -34.93% | 36,104 0.37% of portfolio | low |
| Q2 2026 as of | Trim | 46090E103 Common stock | $-3.07M | -4K -4.19% | 95,411 4.67% of portfolio | low |
| Q2 2026 as of | Trim | 922042858 Common stock | $-3.16M | -53K -2.58% | 1,996,345 7.92% of portfolio | low |
| Q2 2026 as of | Add | 46138J791 Common stock | $3.30M | +169K +7.73% | 2,356,940 3.06% of portfolio | low |
| Q2 2026 as of | Add | 922908751 Common stock | $3.43M | +11K +2.58% | 440,832 9.08% of portfolio | low |
| Q2 2026 as of | Add | 46138J643 Common stock | $4.01M | +197K +9.42% | 2,288,259 3.10% of portfolio | low |
| Q2 2026 as of | Add | 46138G698 Common stock | $4.87M | +38K +2.34% | 1,666,476 14.15% of portfolio | low |
| Q2 2026 as of | Trim | 46434G103 Common stock | $-4.92M | -59K -5.15% | 1,094,150 6.02% of portfolio | low |
| Q2 2026 as of | Add | 922908363 Common stock | $6.85M | +10K +2.62% | 390,755 17.83% of portfolio | medium |