GCM
NVEE

Geneva Capital Management’s NV5 Global NVEE Stock Holding History

Geneva Capital 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
-838,608
Closed -$19.4M – 124
2025
Q2 		$19.4M Sell
838,608
-885,071
-51% -$17.7M 0.32% 78
2025
Q1 		$33.2M Buy
1,723,679
+105,204
+7% +$1.93M 0.62% 55
2024
Q4 		$30.5M Sell
1,618,475
-112,409
-6% -$2.47M 0.53% 58
2024
Q3 		$40.5M Buy
1,730,884
+23,028
+1% +$547K 0.68% 51
2024
Q2 		$39.7M Sell
1,707,856
-40,324
-2% -$941K 0.72% 46
2024
Q1 		$42.8M Sell
1,748,180
-29,872
-2% -$776K 0.75% 48
2023
Q4 		$49.4M Buy
1,778,052
+2,828
+0.2% +$71.8K 0.93% 40
2023
Q3 		$42.7M Buy
1,775,224
+10,204
+0.6% +$263K 0.9% 42
2023
Q2 		$48.9M Sell
1,765,020
-4,476
-0.3% -$110K 0.96% 39
2023
Q1 		$46M Buy
1,769,496
+249,592
+16% +$7.49M 0.94% 44
2022
Q4 		$50.3M Buy
1,519,904
+123,144
+9% +$4.28M 1.13% 32
2022
Q3 		$43.2M Buy
1,396,760
+289,112
+26% +$9.45M 1% 38
2022
Q2 		$32.3M Buy
+1,107,648
New +$33.2M 0.74% 57

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Geneva Capital Management's NVEE Position: Q3 2025 in Review

Geneva Capital Management sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 838,608 shares — an estimated $19.4M sold.

Geneva Capital Management first reported a position in NVEE in Q2 2022 and held it in 13 quarters. The position peaked at $50.3M in Q4 2022. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Geneva Capital Management reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Geneva Capital Management sold 838,608 NV5 Global shares in Q3 2025, an estimated $19.4M.
  • Geneva Capital Management first reported a position in NV5 Global in Q2 2022 and held it in 13 quarters.
  • Geneva Capital Management's NV5 Global position peaked at $50.3M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Geneva Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.