AF
VERV

Allworth Financial’s Verve Therapeutics VERV Stock Holding History

Allworth Financial’s Portfolio VERV Stock Details VERV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,545
Closed -$51K – 5056
2025
Q2 		$51K Buy
4,545
+4,501
+10,230% +$25.7K ﹤0.01% 1930
2025
Q1 		$255 Sell
44
-183
-81% -$1.23K ﹤0.01% 3826
2024
Q4 		$1.77K Sell
227
-170
-43% -$959 ﹤0.01% 3194
2024
Q3 		$1.92K Buy
397
+227
+134% +$1.32K ﹤0.01% 2984
2024
Q2 		$1.17K Buy
+170
New +$1.07K ﹤0.01% 3114
2023
Q4 		– Sell
-1
Closed -$14 – 3628
2023
Q3 		$14 Sell
1
-97
-99% -$1.56K ﹤0.01% 3396
2023
Q2 		$1.84K Buy
98
+11
+13% +$183 ﹤0.01% 2520
2023
Q1 		$1.25K Buy
+87
New +$1.7K ﹤0.01% 2588

Other funds holding VERV

GCM
Greenland Capital Management New York $787M AUM 40.68% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allworth Financial's VERV Position: Q3 2025 in Review

Allworth Financial sold out of Verve Therapeutics (VERV) in Q3 2025, closing a stake of 4,545 shares — an estimated $51K sold.

Allworth Financial first reported a position in VERV in Q1 2023 and held it in 8 quarters. The position peaked at $51K in Q2 2025. 6 funds tracked by Wall St. Rank hold VERV as of Q3 2025.

  • Allworth Financial reported no remaining Verve Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Allworth Financial sold 4,545 Verve Therapeutics shares in Q3 2025, an estimated $51K.
  • Allworth Financial first reported a position in Verve Therapeutics in Q1 2023 and held it in 8 quarters.
  • Allworth Financial's Verve Therapeutics position peaked at $51K in Q2 2025.
  • 6 funds tracked by Wall St. Rank held Verve Therapeutics as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.