Integrated Wealth Concepts’s Fervo Energy FRVO Stock Holding History

Integrated Wealth Concepts’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 Q2	$4.47K	Buy	+153	New	+$5.53K	﹤0.01%	5020

Other funds holding FRVO

Devon Energy Houston, Texas $1.59B AUM

CIG

Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Concepts's FRVO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Fervo Energy (FRVO) in Q2 2026: 153 shares worth $4.47K. The stake represents ﹤0.01% of the portfolio and ranks #5020 among its holdings.

184 funds tracked by Wall St. Rank hold FRVO as of Q2 2026.

Integrated Wealth Concepts held 153 shares of Fervo Energy worth $4.47K as of Q2 2026.
Fervo Energy was a new Integrated Wealth Concepts position in Q2 2026.
Fervo Energy made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5020 holding.
184 funds tracked by Wall St. Rank held Fervo Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.