GWM
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Greenline Wealth Management’s Dave Inc DAVE Stock Holding History

Greenline Wealth Management’s Portfolio DAVE Stock Details DAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10
Closed -$2.14K – 206
2025
Q4 		$2.14K Buy
+10
New +$2.15K ﹤0.01% 467

Other funds holding DAVE

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenline Wealth Management's DAVE Position: Q1 2026 in Review

Greenline Wealth Management sold out of Dave Inc (DAVE) in Q1 2026, closing a stake of 10 shares — an estimated $2.14K sold.

Greenline Wealth Management first reported a position in DAVE in Q4 2025 and held it in 1 quarter. The position peaked at $2.14K in Q4 2025. 273 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Greenline Wealth Management reported no remaining Dave Inc position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 10 Dave Inc shares in Q1 2026, an estimated $2.14K.
  • Greenline Wealth Management first reported a position in Dave Inc in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Dave Inc position peaked at $2.14K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.