Ariadne Wealth Management’s Veren VRN Stock Holding History

Ariadne Wealth Management’s Portfolio VRN Stock Details VRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,189	Closed	-$60K	–	248
2024 Q4	$60K	Buy	+11,189	New	+$61.4K	0.03%	222

Other funds holding VRN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ariadne Wealth Management's VRN Position: Q1 2025 in Review

Ariadne Wealth Management sold out of Veren (VRN) in Q1 2025, closing a stake of 11,189 shares — an estimated $60K sold.

Ariadne Wealth Management first reported a position in VRN in Q4 2024 and held it in 1 quarter. The position peaked at $60K in Q4 2024. 200 funds tracked by Wall St. Rank hold VRN as of Q1 2025.

Ariadne Wealth Management reported no remaining Veren position as of Q1 2025 after selling out during the quarter.
Ariadne Wealth Management sold 11,189 Veren shares in Q1 2025, an estimated $60K.
Ariadne Wealth Management first reported a position in Veren in Q4 2024 and held it in 1 quarter.
Ariadne Wealth Management's Veren position peaked at $60K in Q4 2024.
200 funds tracked by Wall St. Rank held Veren as of Q1 2025.

Based on Ariadne Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.