TC
NVEE

Trium Capital’s NV5 Global NVEE Stock Holding History

Trium Capital’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-162,684
Closed -$3.76M – 68
2025
Q2 		$3.76M Buy
+162,684
New +$3.26M 0.93% 19

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Trium Capital's NVEE Position: Q3 2025 in Review

Trium Capital sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 162,684 shares — an estimated $3.76M sold.

Trium Capital first reported a position in NVEE in Q2 2025 and held it in 1 quarter. The position peaked at $3.76M in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Trium Capital reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Trium Capital sold 162,684 NV5 Global shares in Q3 2025, an estimated $3.76M.
  • Trium Capital first reported a position in NV5 Global in Q2 2025 and held it in 1 quarter.
  • Trium Capital's NV5 Global position peaked at $3.76M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Trium Capital's 13F filing for Q3 2025, filed 16 Oct 2025.