Valeo Financial Advisors’s Rivian RIVN Stock Holding History

Valeo Financial Advisors’s Portfolio RIVN Stock Details RIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,000	Closed	-$176K	–	893
2025 Q3	$176K	Buy	12,000 +2,000	+20%	+$26.8K	﹤0.01%	767
2025 Q2	$137K	Buy	10,000 +7,500	+300%	+$102K	﹤0.01%	733
2025 Q1	$31.1K	Sell	2,500 -400	-14%	-$5.03K	﹤0.01%	679
2024 Q4	$38.6K	Buy	2,900 +2,300	+383%	+$26.5K	﹤0.01%	723
2024 Q3	$6.73K	Hold	600	–	–	﹤0.01%	703
2024 Q2	$8	Hold	600	–	–	﹤0.01%	677
2024 Q1	$5	Hold	600	–	–	﹤0.01%	667
2023 Q4	$14	Hold	600	–	–	﹤0.01%	661
2023 Q3	$14	Buy	600 +100	+20%	+$2.33K	﹤0.01%	642
2023 Q2	$8	Hold	500	–	–	﹤0.01%	611
2023 Q1	$8	Buy	+500	New	+$8.44K	﹤0.01%	634
2022 Q2	–	Sell	-500	Closed	-$25K	–	625
2022 Q1	$25K	Buy	+500	New	+$30.4K	﹤0.01%	616

Other funds holding RIVN

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

EPW

Elevated Private Wealth Brookfield, Wisconsin $134M AUM

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Valeo Financial Advisors's RIVN Position: Q3 2026 in Review

Valeo Financial Advisors increased its Rivian (RIVN) stake by 11% in Q3 2026, buying an estimated $46K and bringing the position to 28,723 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #505.

Valeo Financial Advisors first reported a position in RIVN in Q1 2022 and has held it in 16 quarters since. The position peaked at $500K in Q3 2023. 94 funds tracked by Wall St. Rank hold RIVN as of Q3 2026.

Valeo Financial Advisors held 28,723 shares of Rivian worth $429K as of Q3 2026.
Valeo Financial Advisors bought 2,836 Rivian shares in Q3 2026, an estimated $46K.
Rivian made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #505 holding.
Valeo Financial Advisors first reported a position in Rivian in Q1 2022 and has held it in 16 quarters since.
Valeo Financial Advisors's Rivian position peaked at $500K in Q3 2023.
94 funds tracked by Wall St. Rank held Rivian as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.