C2C Wealth Management
INVE icon

C2C Wealth Management’s INVE Technologies, Inc. Common Stock INVE Stock Holding History

C2C 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 		$35.4K Hold
15,000
– – 0.03% 90
2026
Q2 		$37.8K Buy
15,000
+5,000
+50% +$20.1K 0.03% 94
2026
Q1 		$37K Hold
10,000
– – 0.03% 92
2025
Q4 		$38.4K Hold
10,000
– – 0.03% 87
2025
Q3 		$34.5K Buy
+10,000
New +$35.8K 0.03% 84

Other funds holding INVE

Peapod Lane Capital
Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Activest Wealth Management
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 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
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

C2C Wealth Management's INVE Position: Q3 2026 in Review

C2C Wealth Management held its INVE Technologies, Inc. Common Stock (INVE) position steady in Q3 2026 at 15,000 shares worth $35.4K. The position accounts for 0.03% of the portfolio, ranked #90.

C2C Wealth Management first reported a position in INVE in Q3 2025 and has held it in 5 quarters since. The position peaked at $38.4K in Q4 2025. 9 funds tracked by Wall St. Rank hold INVE as of Q3 2026.

  • C2C Wealth Management held 15,000 shares of INVE Technologies, Inc. Common Stock worth $35.4K as of Q3 2026.
  • C2C Wealth Management left its INVE Technologies, Inc. Common Stock share count unchanged in Q3 2026.
  • INVE Technologies, Inc. Common Stock made up 0.03% of C2C Wealth Management's portfolio in Q3 2026, its #90 holding.
  • C2C Wealth Management first reported a position in INVE Technologies, Inc. Common Stock in Q3 2025 and has held it in 5 quarters since.
  • C2C Wealth Management's INVE Technologies, Inc. Common Stock position peaked at $38.4K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held INVE Technologies, Inc. Common Stock as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.