Circle Wealth Management’s Fervo Energy FRVO Stock Holding History

Circle Wealth Management’s Portfolio FRVO Stock Details FRVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$275K	Buy	+20,200	New	+$409K	﹤0.01%	240

Other funds holding FRVO

Devon Energy Houston, Texas $936M AUM

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Circle Wealth Management's FRVO Position: Q3 2026 in Review

Circle Wealth Management opened a new position in Fervo Energy (FRVO) in Q3 2026: 20,200 shares worth $275K. The stake represents ﹤0.01% of the portfolio and ranks #240 among its holdings.

131 funds tracked by Wall St. Rank hold FRVO as of Q3 2026.

Circle Wealth Management held 20,200 shares of Fervo Energy worth $275K as of Q3 2026.
Fervo Energy was a new Circle Wealth Management position in Q3 2026.
Fervo Energy made up ﹤0.01% of Circle Wealth Management's portfolio in Q3 2026, its #240 holding.
131 funds tracked by Wall St. Rank held Fervo Energy as of Q3 2026.

Based on Circle Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.