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Funds Holding GOVI

On this page, we present all of the funds holding GOVI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding GOVI, with a link to that fund's top holdings. The next columns indicate the amount of GOVI stock held by each of the funds holding GOVI, followed by the GOVI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 24 funds holding GOVI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Orgel Wealth Management LLC. For more details on the positions held by Orgel Wealth Management LLC (or by any of the other funds holding GOVI), click the fund name in the "Holder" column of the funds-holding-GOVI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Orgel Wealth Management LLC4,442,372$124,742 03/31/2024
     GOVI4,442,372$124,742 03/31/2024
Bank of New York Mellon Corp1,646,880$46,244 03/31/2024
     GOVI1,646,880$46,244 03/31/2024
Dynamic Advisor Solutions LLC503,930$14,150 03/31/2024
     GOVI503,930$14,150 03/31/2024
Commonwealth Equity Services LLC324,808$9,121 03/31/2024
     GOVI324,808$9,121 03/31/2024
Private Advisor Group LLC296,462$8,325 03/31/2024
     GOVI296,462$8,325 03/31/2024
Fundamentun LLC220,629$6,195 03/31/2024
     GOVI220,629$6,195 03/31/2024
Stewardship Advisors LLC137,874$3,872 03/31/2024
     GOVI137,874$3,872 03/31/2024
Janney Montgomery Scott LLC88,483$2,485 03/31/2024
     GOVI88,483$2,485 03/31/2024
Wealth Enhancement Advisory Services LLC75,609$2,123 03/31/2024
     GOVI75,609$2,123 03/31/2024
The PNC Financial Services Group Inc.44,064$1,270 12/31/2023
     GOVI44,064$1,270 12/31/2023
Simplicity Wealth LLC41,949$1,178 03/31/2024
     GOVI41,949$1,178 03/31/2024
Financial Advisory Service Inc.20,906$587 03/31/2024
     GOVI20,906$587 03/31/2024
PFG Investments LLC15,452$434 03/31/2024
     GOVI15,452$434 03/31/2024
Security Financial Services INC.12,680$356 03/31/2024
     GOVI12,680$356 03/31/2024
Private Trust Co. NA12,556$353 03/31/2024
     GOVI12,556$353 03/31/2024
Richard P Slaughter Associates Inc12,339$346 03/31/2024
     GOVI12,339$346 03/31/2024
Brookstone Capital Management10,298$289 03/31/2024
     GOVI10,298$289 03/31/2024
ST Germain D J Co. Inc.4,886$137 03/31/2024
     GOVI4,886$137 03/31/2024
Concord Wealth Partners4,122$116 03/31/2024
     GOVI4,122$116 03/31/2024
AdvisorNet Financial Inc2,711$76 03/31/2024
     GOVI2,711$76 03/31/2024
CWM LLC1,191$33 03/31/2024
     GOVI1,191$33 03/31/2024
Country Trust Bank200$6 03/31/2024
     GOVI200$6 03/31/2024
Wagner Wealth Management LLC218$6 03/31/2024
     GOVI218$6 03/31/2024
Creative Financial Designs Inc. ADV155$4 03/31/2024
     GOVI155$4 03/31/2024
Proequities Inc.0$0 03/31/2024
     GOVI0$0 03/31/2024

See Summary: Institutional Holders of GOVI
See Details: Top 10 Hedge Funds Holding GOVI
Also See: GOVI Holdings Changes

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