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Livermore
Livermore
ZHEN

Centric Wealth Management

SEC CIK
0001752761
Latest filing
Aug 6, 2026

KLAC holding history

KLA Corp in every 13F filed by Centric Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KLAC overviewAll 13F holders of KLACFull Q2 2026 holdings

Shares (Q2 2026)
1,007
Value
$1.73M
% of portfolio
0.3%
Quarters held
13
Since Q2 2023
Holdings of KLAC by Centric Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,007$1.73M0.3%−9,063−90.0%ReducedConverted for a 10-for-1 splitHolders
Q1 20261,007$1.73M0.3%00.0%UnchangedHolders
Q4 20251,007$1.42M0.3%00.0%UnchangedHolders
Q3 20251,007$1.22M0.3%+13+1.3%AddedHolders
Q2 2025994$909.3K0.2%00.0%UnchangedHolders
Q1 2025994$675.7K0.2%00.0%UnchangedHolders
Q4 2024994$626.3K0.2%00.0%UnchangedHolders
Q3 2024994$665.6K0.2%00.0%UnchangedHolders
Q2 2024994$782.7K0.2%−7−0.7%ReducedHolders
Q1 20241,001$690.0K0.2%+7+0.7%AddedHolders
Q4 2023994$611.2K0.2%+13+1.3%AddedHolders
Q3 2023981$449.9K0.2%00.0%UnchangedHolders
Q2 2023981$458.8K0.2%+981NewHolders