Activest Wealth Management
INVE icon

Activest Wealth Management’s INVE Technologies, Inc. Common Stock INVE Stock Holding History

Activest Wealth Management’s Portfolio INVE Stock Details INVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$51.9K Hold
22,000
– – 0.01% 265
2026
Q2 		$55.4K Hold
22,000
– – 0.01% 261
2026
Q1 		$81.4K Hold
22,000
– – 0.01% 256
2025
Q4 		$84.5K Hold
22,000
– – 0.02% 237
2025
Q3 		$75.9K Hold
22,000
– – 0.02% 213
2025
Q2 		$71.7K Hold
22,000
– – 0.02% 165
2025
Q1 		$70.2K Hold
22,000
– – 0.02% 160
2024
Q4 		$80.5K Hold
22,000
– – 0.02% 142
2024
Q3 		$77.7K Hold
22,000
– – 0.02% 140
2024
Q2 		$94.6K Buy
+22,000
New +$105K 0.03% 129

Other funds holding INVE

Peapod Lane Capital
Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
C2C Wealth Management
C2C Wealth Management Scottsdale, Arizona $128M AUM 19.37% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Activest Wealth Management's INVE Position: Q3 2026 in Review

Activest Wealth Management held its INVE Technologies, Inc. Common Stock (INVE) position steady in Q3 2026 at 22,000 shares worth $51.9K. The position accounts for 0.01% of the portfolio, ranked #265.

Activest Wealth Management first reported a position in INVE in Q2 2024 and has held it in 10 quarters since. The position peaked at $94.6K in Q2 2024. 14 funds tracked by Wall St. Rank hold INVE as of Q3 2026.

  • Activest Wealth Management held 22,000 shares of INVE Technologies, Inc. Common Stock worth $51.9K as of Q3 2026.
  • Activest Wealth Management left its INVE Technologies, Inc. Common Stock share count unchanged in Q3 2026.
  • INVE Technologies, Inc. Common Stock made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #265 holding.
  • Activest Wealth Management first reported a position in INVE Technologies, Inc. Common Stock in Q2 2024 and has held it in 10 quarters since.
  • Activest Wealth Management's INVE Technologies, Inc. Common Stock position peaked at $94.6K in Q2 2024.
  • 14 funds tracked by Wall St. Rank held INVE Technologies, Inc. Common Stock as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.