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Spire Wealth Management’s Veritone VERI Stock Holding History

Spire Wealth Management’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
2025
Q3 		– Sell
-4,760
Closed -$6K – 2494
2025
Q2 		$6K Sell
4,760
-430
-8% -$781 ﹤0.01% 1892
2025
Q1 		$12.1K Hold
5,190
– – ﹤0.01% 1778
2024
Q4 		$17K Sell
5,190
-2,240
-30% -$7.25K ﹤0.01% 1673
2024
Q3 		$26.7K Buy
7,430
+1,010
+16% +$3.08K ﹤0.01% 1347
2024
Q2 		$14.5K Buy
6,420
+1,820
+40% +$6.46K ﹤0.01% 1535
2024
Q1 		$24.2K Sell
4,600
-165
-3% -$390 ﹤0.01% 1446
2023
Q4 		$8.05K Buy
4,765
+325
+7% +$724 ﹤0.01% 1814
2023
Q3 		$11.5K Buy
4,440
+170
+4% +$564 ﹤0.01% 1689
2023
Q2 		$16.7K Buy
4,270
+1,920
+82% +$8.38K ﹤0.01% 1653
2023
Q1 		$13.7K Buy
2,350
+700
+42% +$4.82K ﹤0.01% 1747
2022
Q4 		$9K Buy
1,650
+540
+49% +$3.46K ﹤0.01% 1679
2022
Q3 		$6K Buy
1,110
+1,020
+1,133% +$7.17K ﹤0.01% 1718
2022
Q2 		$1K Buy
+90
New +$908 ﹤0.01% 2592
2022
Q1 		– Sell
-34,731
Closed -$781K – 2885
2021
Q4 		$781K Buy
+34,731
New +$891K 0.02% 554

Other funds holding VERI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spire Wealth Management's VERI Position: Q3 2025 in Review

Spire Wealth Management sold out of Veritone (VERI) in Q3 2025, closing a stake of 4,760 shares — an estimated $6K sold.

Spire Wealth Management first reported a position in VERI in Q4 2021 and held it in 14 quarters. The position peaked at $781K in Q4 2021. 79 funds tracked by Wall St. Rank hold VERI as of Q3 2025.

  • Spire Wealth Management reported no remaining Veritone position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 4,760 Veritone shares in Q3 2025, an estimated $6K.
  • Spire Wealth Management first reported a position in Veritone in Q4 2021 and held it in 14 quarters.
  • Spire Wealth Management's Veritone position peaked at $781K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held Veritone as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.