Elevation Wealth Partners
VERI icon

Elevation Wealth Partners’s Veritone VERI Stock Holding History

Elevation Wealth Partners’s Portfolio VERI Stock Details VERI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$73 Hold
61
– – ﹤0.01% 1334
2026
Q2 		$84 Hold
61
– – ﹤0.01% 1296
2026
Q1 		$121 Hold
61
– – ﹤0.01% 1063
2025
Q4 		$284 Hold
61
– – ﹤0.01% 930
2025
Q3 		$295 Buy
+61
New +$176 ﹤0.01% 843

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Citizens Financial Group
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Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Owl Creek Wealth Partners
Owl Creek Wealth Partners Denver, Colorado $355M AUM
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Elevation Wealth Partners's VERI Position: Q3 2026 in Review

Elevation Wealth Partners held its Veritone (VERI) position steady in Q3 2026 at 61 shares worth $73. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Elevation Wealth Partners first reported a position in VERI in Q3 2025 and has held it in 5 quarters since. The position peaked at $295 in Q3 2025. 12 funds tracked by Wall St. Rank hold VERI as of Q3 2026.

  • Elevation Wealth Partners held 61 shares of Veritone worth $73 as of Q3 2026.
  • Elevation Wealth Partners left its Veritone share count unchanged in Q3 2026.
  • Veritone made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1334 holding.
  • Elevation Wealth Partners first reported a position in Veritone in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Veritone position peaked at $295 in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Veritone as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.