HNW
INVX

High Note Wealth’s Innovex International INVX Stock Holding History

High Note Wealth’s Portfolio INVX Stock Details INVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-94
Closed -$1.47K – 1009
2025
Q2 		$1.47K Sell
94
-181
-66% -$2.78K ﹤0.01% 731
2025
Q1 		$4.94K Buy
+275
New +$4.67K ﹤0.01% 416

Other funds holding INVX

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

High Note Wealth's INVX Position: Q3 2025 in Review

High Note Wealth sold out of Innovex International (INVX) in Q3 2025, closing a stake of 94 shares — an estimated $1.47K sold.

High Note Wealth first reported a position in INVX in Q1 2025 and held it in 2 quarters. The position peaked at $4.94K in Q1 2025. 174 funds tracked by Wall St. Rank hold INVX as of Q3 2025.

  • High Note Wealth reported no remaining Innovex International position as of Q3 2025 after selling out during the quarter.
  • High Note Wealth sold 94 Innovex International shares in Q3 2025, an estimated $1.47K.
  • High Note Wealth first reported a position in Innovex International in Q1 2025 and held it in 2 quarters.
  • High Note Wealth's Innovex International position peaked at $4.94K in Q1 2025.
  • 174 funds tracked by Wall St. Rank held Innovex International as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.