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Valeo Financial Advisors, LLC → NRGV
Valeo Financial Advisors, LLC NRGV Position History
Energy Vault Holdings, Inc. • Manufacturing
Quarters held
5
Latest value
$63K
Q3 2026
Peak value
$74K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $68K |
| Q4 2025 | $72K |
| Q1 2026 | $52K |
| Q2 2026 | $74K |
| Q3 2026 | $63K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $63K | 15.8K | — | — |
| Q2 2026 | $74K | 15.7K | — | — |
| Q1 2026 | $52K | 15.7K | — | — |
| Q4 2025 | $72K | 15.7K | — | — |
| Q3 2025 | $68K | 22.9K | — | — |