GAMMA Investing’s NV5 Global NVEE Stock Holding History

GAMMA Investing’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	-2,039	Closed	-$47.1K	–	3898
2025 Q2	$47.1K	Sell	2,039 -966	-32%	-$19.3K	﹤0.01%	1980
2025 Q1	$57.9K	Buy	3,005 +2,975	+9,917%	+$54.5K	﹤0.01%	1691
2024 Q4	$565	Sell	30 -322	-91%	-$7.06K	﹤0.01%	3555
2024 Q3	$8.23K	Buy	352 +204	+138%	+$4.85K	﹤0.01%	2537
2024 Q2	$3.44K	Buy	148 +108	+270%	+$2.52K	﹤0.01%	2701
2024 Q1	$980	Sell	40 -12	-23%	-$312	﹤0.01%	2947
2023 Q4	$1.36K	Buy	+52	New	+$1.32K	﹤0.01%	2694

Other funds holding NVEE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 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

GAMMA Investing's NVEE Position: Q3 2025 in Review

GAMMA Investing sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 2,039 shares — an estimated $47.1K sold.

GAMMA Investing first reported a position in NVEE in Q4 2023 and held it in 7 quarters. The position peaked at $57.9K in Q1 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

GAMMA Investing reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
GAMMA Investing sold 2,039 NV5 Global shares in Q3 2025, an estimated $47.1K.
GAMMA Investing first reported a position in NV5 Global in Q4 2023 and held it in 7 quarters.
GAMMA Investing's NV5 Global position peaked at $57.9K in Q1 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on GAMMA Investing's 13F filing for Q3 2025, filed 2 Oct 2025.