Independent Financial Group’s Fervo Energy FRVO Stock Holding History

Independent Financial Group’s Portfolio FRVO Stock Details FRVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$494K	Buy	+36,325	New	+$735K	0.01%	1019

Other funds holding FRVO

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

LAM

Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Trium Capital London, United Kingdom $79.4M AUM 36.67% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Independent Financial Group's FRVO Position: Q3 2026 in Review

Independent Financial Group opened a new position in Fervo Energy (FRVO) in Q3 2026: 36,325 shares worth $494K. The stake represents 0.01% of the portfolio and ranks #1019 among its holdings.

20 funds tracked by Wall St. Rank hold FRVO as of Q3 2026.

Independent Financial Group held 36,325 shares of Fervo Energy worth $494K as of Q3 2026.
Fervo Energy was a new Independent Financial Group position in Q3 2026.
Fervo Energy made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1019 holding.
20 funds tracked by Wall St. Rank held Fervo Energy as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.