Caitong International Asset Management’s NV5 Global NVEE Stock Holding History

Caitong International Asset Management’s Portfolio NVEE Stock Details NVEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-768	Closed	-$17.7K	–	2340
2025 Q2	$17.7K	Buy	768 +766	+38,300%	+$15.3K	0.01%	535
2025 Q1	$39	Buy	+2	New	+$37	﹤0.01%	2050

Other funds holding NVEE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Caitong International Asset Management's NVEE Position: Q3 2025 in Review

Caitong International Asset Management sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 768 shares — an estimated $17.7K sold.

Caitong International Asset Management first reported a position in NVEE in Q1 2025 and held it in 2 quarters. The position peaked at $17.7K in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Caitong International Asset Management reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Caitong International Asset Management sold 768 NV5 Global shares in Q3 2025, an estimated $17.7K.
Caitong International Asset Management first reported a position in NV5 Global in Q1 2025 and held it in 2 quarters.
Caitong International Asset Management's NV5 Global position peaked at $17.7K in Q2 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Caitong International Asset Management's 13F filing for Q3 2025, filed 19 Nov 2025.