Spire Wealth Management’s NextNav NN Stock Holding History

Spire Wealth Management’s Portfolio NN Stock Details NN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$239K	Hold	13,400	–	–	0.01%	738
2026 Q1	$215K	Buy	13,400 +400	+3%	+$6.47K	0.01%	754
2025 Q4	$216K	Hold	13,000	–	–	0.01%	773
2025 Q3	$186K	Hold	13,000	–	–	0.01%	802
2025 Q2	$198K	Buy	13,000 +2,000	+18%	+$25.7K	0.01%	767
2025 Q1	$134K	Hold	11,000	–	–	﹤0.01%	932
2024 Q4	$171K	Hold	11,000	–	–	0.01%	867
2024 Q3	$82.4K	Hold	11,000	–	–	﹤0.01%	971
2024 Q2	$89.2K	Hold	11,000	–	–	﹤0.01%	927
2024 Q1	$72.4K	Hold	11,000	–	–	﹤0.01%	1094
2023 Q4	$42.7K	Buy	11,000 +6,000	+120%	+$27.1K	﹤0.01%	1257
2023 Q3	$25.7K	Hold	5,000	–	–	﹤0.01%	1411
2023 Q2	$14.7K	Buy	+5,000	New	+$12.1K	﹤0.01%	1698

Other funds holding NN

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return