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Geometric Wealth Advisors’s NVIDIA NVDA Stock Holding History

Geometric Wealth Advisors’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$716K Buy
3,577
+1,100
+44% +$226K 0.08% 40
2026
Q1 		$432K Buy
2,477
+232
+10% +$42.6K 0.05% 60
2025
Q4 		$419K Buy
2,245
+9
+0.4% +$1.68K 0.05% 60
2025
Q3 		$417K Buy
2,236
+94
+4% +$16.4K 0.06% 59
2025
Q2 		$338K Buy
+2,142
New +$270K 0.05% 64

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geometric Wealth Advisors's NVDA Position: Q2 2026 in Review

Geometric Wealth Advisors increased its NVIDIA (NVDA) stake by 44% in Q2 2026, buying an estimated $226K and bringing the position to 3,577 shares worth $716K. The position accounts for 0.08% of the portfolio, ranked #40.

Geometric Wealth Advisors first reported a position in NVDA in Q2 2025 and has held it in 5 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Geometric Wealth Advisors held 3,577 shares of NVIDIA worth $716K as of Q2 2026.
  • Geometric Wealth Advisors bought 1,100 NVIDIA shares in Q2 2026, an estimated $226K.
  • NVIDIA made up 0.08% of Geometric Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Geometric Wealth Advisors first reported a position in NVIDIA in Q2 2025 and has held it in 5 quarters since.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.