Superior Planning, LLC’s Vertex VERX Stock Holding History

Superior Planning, LLC’s Portfolio VERX Stock Details VERX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.32K	Buy	+282	New	+$3.57K	﹤0.01%	1367

Other funds holding VERX

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Superior Planning, LLC's VERX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vertex (VERX) in Q3 2026: 282 shares worth $3.32K. The stake represents ﹤0.01% of the portfolio and ranks #1367 among its holdings.

123 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

Superior Planning, LLC held 282 shares of Vertex worth $3.32K as of Q3 2026.
Vertex was a new Superior Planning, LLC position in Q3 2026.
Vertex made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1367 holding.
123 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.