NWMP
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Noble Wealth Management PBC’s Vertex VERX Stock Holding History

Noble Wealth Management PBC’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.18K Hold
100
– – ﹤0.01% 651
2026
Q2 		$1.15K Hold
100
– – ﹤0.01% 678
2026
Q1 		$1.19K Buy
+100
New +$1.56K ﹤0.01% 565

Other funds holding VERX

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Noble Wealth Management PBC's VERX Position: Q3 2026 in Review

Noble Wealth Management PBC held its Vertex (VERX) position steady in Q3 2026 at 100 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Noble Wealth Management PBC first reported a position in VERX in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.19K in Q1 2026. 5 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

  • Noble Wealth Management PBC held 100 shares of Vertex worth $1.18K as of Q3 2026.
  • Noble Wealth Management PBC left its Vertex share count unchanged in Q3 2026.
  • Vertex made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #651 holding.
  • Noble Wealth Management PBC first reported a position in Vertex in Q1 2026 and has held it in 3 quarters since.
  • Noble Wealth Management PBC's Vertex position peaked at $1.19K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.