GI
VERX icon

GAMMA Investing’s Vertex VERX Stock Holding History

GAMMA Investing’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15K Sell
1,305
-532
-29% -$6.64K ﹤0.01% 2996
2026
Q1 		$21.8K Buy
1,837
+1,175
+177% +$18.3K ﹤0.01% 2668
2025
Q4 		$13.2K Buy
662
+604
+1,041% +$13.1K ﹤0.01% 2837
2025
Q3 		$1.44K Sell
58
-166
-74% -$4.81K ﹤0.01% 3530
2025
Q2 		$7.92K Buy
224
+79
+54% +$3.01K ﹤0.01% 2923
2025
Q1 		$5.08K Sell
145
-134
-48% -$6.12K ﹤0.01% 3083
2024
Q4 		$14.9K Buy
279
+110
+65% +$5.33K ﹤0.01% 2420
2024
Q3 		$6.51K Buy
+169
New +$6.23K ﹤0.01% 2638

Other funds holding VERX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return