Physician Wealth Advisors’s Veritone VERI Stock Holding History

Physician Wealth Advisors’s Portfolio VERI Stock Details VERI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-441	Closed	-$869	–	2459
2026 Q1	$869	Hold	441	–	–	﹤0.01%	1757
2025 Q4	$2.05K	Hold	441	–	–	﹤0.01%	1281
2025 Q3	$2.13K	Hold	441	–	–	﹤0.01%	1195
2025 Q2	$556	Buy	+441	New	+$801	﹤0.01%	1682

Other funds holding VERI

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Physician Wealth Advisors's VERI Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Veritone (VERI) in Q2 2026, closing a stake of 441 shares — an estimated $869 sold.

Physician Wealth Advisors first reported a position in VERI in Q2 2025 and held it in 4 quarters. The position peaked at $2.13K in Q3 2025. 5 funds tracked by Wall St. Rank hold VERI as of Q2 2026.

Physician Wealth Advisors reported no remaining Veritone position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 441 Veritone shares in Q2 2026, an estimated $869.
Physician Wealth Advisors first reported a position in Veritone in Q2 2025 and held it in 4 quarters.
Physician Wealth Advisors's Veritone position peaked at $2.13K in Q3 2025.
5 funds tracked by Wall St. Rank held Veritone as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.