AllGen Financial Advisors’s NVIDIA NVDA Stock Holding History

AllGen Financial Advisors’s Portfolio NVDA Stock Details NVDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,419	Closed	-$265K	–	44
2025 Q4	$265K	Hold	1,419	–	–	0.06%	35
2025 Q3	$265K	Sell	1,419 -131	-8%	-$22.8K	0.07%	37
2025 Q2	$245K	Buy	+1,550	New	+$195K	0.07%	38
2025 Q1	–	Sell	-1,540	Closed	-$207K	–	42
2024 Q4	$207K	Buy	+1,540	New	+$212K	0.07%	37
2024 Q2	–	Sell	-2,750	Closed	-$248K	–	41
2024 Q1	$248K	Buy	+2,750	New	+$199K	0.1%	34

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllGen Financial Advisors's NVDA Position: Q1 2026 in Review

AllGen Financial Advisors sold out of NVIDIA (NVDA) in Q1 2026, closing a stake of 1,419 shares — an estimated $265K sold.

AllGen Financial Advisors first reported a position in NVDA in Q1 2024 and held it in 5 quarters. The position peaked at $265K in Q3 2025. 5,825 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

AllGen Financial Advisors reported no remaining NVIDIA position as of Q1 2026 after selling out during the quarter.
AllGen Financial Advisors sold 1,419 NVIDIA shares in Q1 2026, an estimated $265K.
AllGen Financial Advisors first reported a position in NVIDIA in Q1 2024 and held it in 5 quarters.
AllGen Financial Advisors's NVIDIA position peaked at $265K in Q3 2025.
5,825 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on AllGen Financial Advisors's 13F filing for Q1 2026, filed 16 Jul 2026.