Next Level Wealth Planning
RIVN icon

Next Level Wealth Planning’s Rivian RIVN Stock Holding History

Next Level Wealth Planning’s Portfolio RIVN Stock Details RIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.33K Buy
+290
New +$4.7K ﹤0.01% 396

Other funds holding RIVN

Amazon.com Inc
Amazon.com Inc Seattle, Washington $3.77B AUM 2.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Next Level Wealth Planning's RIVN Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Rivian (RIVN) in Q3 2026: 290 shares worth $4.33K. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings.

410 funds tracked by Wall St. Rank hold RIVN as of Q3 2026.

  • Next Level Wealth Planning held 290 shares of Rivian worth $4.33K as of Q3 2026.
  • Rivian was a new Next Level Wealth Planning position in Q3 2026.
  • Rivian made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #396 holding.
  • 410 funds tracked by Wall St. Rank held Rivian as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.