Guidance Capital’s NV5 Global NVEE Stock Holding History

Guidance Capital’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	-27,708	Closed	-$625K	–	206
2025 Q2	$625K	Sell	27,708 -891	-3%	-$17.8K	0.18%	121
2025 Q1	$534K	Buy	28,599 +4,127	+17%	+$75.6K	0.16%	126
2024 Q4	$465K	Buy	+24,472	New	+$537K	0.14%	141

Other funds holding NVEE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Guidance Capital's NVEE Position: Q3 2025 in Review

Guidance Capital sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 27,708 shares — an estimated $625K sold.

Guidance Capital first reported a position in NVEE in Q4 2024 and held it in 3 quarters. The position peaked at $625K in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Guidance Capital reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Guidance Capital sold 27,708 NV5 Global shares in Q3 2025, an estimated $625K.
Guidance Capital first reported a position in NV5 Global in Q4 2024 and held it in 3 quarters.
Guidance Capital's NV5 Global position peaked at $625K in Q2 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Guidance Capital's 13F filing for Q3 2025, filed 7 Nov 2025.