VisionPoint Advisory Group’s Veritone VERI Stock Holding History

VisionPoint Advisory Group’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 Q3	$11.9K	Hold	10,000	–	–	﹤0.01%	462
2026 Q2	$13.7K	Buy	+10,000	New	+$19.1K	﹤0.01%	475

Other funds holding VERI

Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

VisionPoint Advisory Group's VERI Position: Q3 2026 in Review

VisionPoint Advisory Group held its Veritone (VERI) position steady in Q3 2026 at 10,000 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

VisionPoint Advisory Group first reported a position in VERI in Q2 2026 and has held it in 2 quarters since. The position peaked at $13.7K in Q2 2026. 8 funds tracked by Wall St. Rank hold VERI as of Q3 2026.

VisionPoint Advisory Group held 10,000 shares of Veritone worth $11.9K as of Q3 2026.
VisionPoint Advisory Group left its Veritone share count unchanged in Q3 2026.
Veritone made up ﹤0.01% of VisionPoint Advisory Group's portfolio in Q3 2026, its #462 holding.
VisionPoint Advisory Group first reported a position in Veritone in Q2 2026 and has held it in 2 quarters since.
VisionPoint Advisory Group's Veritone position peaked at $13.7K in Q2 2026.
8 funds tracked by Wall St. Rank held Veritone as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.