AE Wealth Management
LFVN icon

AE Wealth Management’s LifeVantage LFVN Stock Holding History

AE Wealth Management’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$221K Buy
+35,458
New +$215K ﹤0.01% 1662
2021
Q3 		– Sell
-10,116
Closed -$74K – 1683
2021
Q2 		$74K Buy
+10,116
New +$82.6K ﹤0.01% 1536

Other funds holding LFVN

CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AE Wealth Management's LFVN Position: Q2 2026 in Review

AE Wealth Management opened a new position in LifeVantage (LFVN) in Q2 2026: 35,458 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1662 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in LFVN as recently as Q2 2021.

AE Wealth Management first reported a position in LFVN in Q2 2021 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold LFVN as of Q2 2026.

  • AE Wealth Management held 35,458 shares of LifeVantage worth $221K as of Q2 2026.
  • LifeVantage was a new AE Wealth Management position in Q2 2026.
  • LifeVantage made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1662 holding.
  • AE Wealth Management first reported a position in LifeVantage in Q2 2021 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held LifeVantage as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.