Kestra Private Wealth Services’s Verve Therapeutics VERV Stock Holding History

Kestra Private Wealth Services’s Portfolio VERV Stock Details VERV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12,000	Closed	-$135K	–	1756
2025 Q2	$135K	Buy	+12,000	New	+$68.4K	﹤0.01%	1540
2024 Q4	–	Sell	-18,000	Closed	-$87.1K	–	1498
2024 Q3	$87.1K	Hold	18,000	–	–	﹤0.01%	1315
2024 Q2	$87.8K	Buy	+18,000	New	+$113K	﹤0.01%	1290

Other funds holding VERV

GCM

Greenland Capital Management New York $787M AUM 40.68% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

Kestra Private Wealth Services's VERV Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Verve Therapeutics (VERV) in Q3 2025, closing a stake of 12,000 shares — an estimated $135K sold.

Kestra Private Wealth Services first reported a position in VERV in Q2 2024 and held it in 3 quarters. The position peaked at $135K in Q2 2025. 6 funds tracked by Wall St. Rank hold VERV as of Q3 2025.

Kestra Private Wealth Services reported no remaining Verve Therapeutics position as of Q3 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 12,000 Verve Therapeutics shares in Q3 2025, an estimated $135K.
Kestra Private Wealth Services first reported a position in Verve Therapeutics in Q2 2024 and held it in 3 quarters.
Kestra Private Wealth Services's Verve Therapeutics position peaked at $135K in Q2 2025.
6 funds tracked by Wall St. Rank held Verve Therapeutics as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.