GFPC
NVEE

Global Financial Private Client’s NV5 Global NVEE Stock Holding History

Global Financial Private Client’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
Q1 		– Sell
-1
Closed -$19 – 1691
2024
Q4 		$19 Buy
+1
New +$22 ﹤0.01% 1645

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Financial Private Client's NVEE Position: Q1 2025 in Review

Global Financial Private Client sold out of NV5 Global (NVEE) in Q1 2025, closing a stake of 1 share — an estimated $19 sold.

Global Financial Private Client first reported a position in NVEE in Q4 2024 and held it in 1 quarter. The position peaked at $19 in Q4 2024. 224 funds tracked by Wall St. Rank hold NVEE as of Q1 2025.

  • Global Financial Private Client reported no remaining NV5 Global position as of Q1 2025 after selling out during the quarter.
  • Global Financial Private Client sold 1 NV5 Global share in Q1 2025, an estimated $19.
  • Global Financial Private Client first reported a position in NV5 Global in Q4 2024 and held it in 1 quarter.
  • Global Financial Private Client's NV5 Global position peaked at $19 in Q4 2024.
  • 224 funds tracked by Wall St. Rank held NV5 Global as of Q1 2025.

Based on Global Financial Private Client's 13F filing for Q1 2025, filed 8 Apr 2025.