Nav Point Financial, Inc. Purchases and Sells in Q2 2025

Nav Point Financial, Inc.

$166 Billion
Q2 2025

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGCP	172K + 44.46%	$21.92 - $22.56 $3.77M - $3.88M	559K $12.6B
JPIE	82.1K + 38.17%	$45.12 - $46.32 $3.7M - $3.8M	297K $13.8B
MINT	22K + 75.78%	$100.04 - $100.54 $2.2M - $2.21M	51K $5.13B
JMST	41K + 98.11%	$50.52 - $50.92 $2.07M - $2.09M	82.7K $4.21B
INVESTMENT MANAGERS SER TR I	20.5K + 6.53%	N/A	335K $11.4B
CAPITAL GROUP DIVIDEND GROWE	37.1K + 452.74%	N/A	45.3K $1.52B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD CALIF TAX FREE FDS	3.21K New	N/A	3.21K $313M
GBTC	2.6K New	$60.61 - $87.72 $158K - $228K	2.6K $221M
PLTR	1.61K New	$74.01 - $144.25 $119K - $233K	1.61K $220M
VHT	885 New	$236.71 - $261.92 $209K - $232K	885 $220M
CGUS	5.84K New	$29.93 - $36.93 $175K - $216K	5.84K $216M
VO	762 New	$228.54 - $279.83 $174K - $213K	762 $213M

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-2.27K - 6.11%	$172.42 - $223.89 $392K - $509K	34.9K $7.17B
BRK-B	-137 - 1.26%	$483.48 - $539.8 $66.2K - $74K	10.7K $5.21B
GLDM	-21.9K - 7.86%	$58.96 - $67.97 $1.29M - $1.49M	256K $16.8B
IJR	-1.95K - 17.98%	$90.56 - $109.49 $177K - $213K	8.89K $972M
MMM	-750 - 12.52%	$126.09 - $154.15 $94.6K - $116K	5.24K $798M
BIL	-459 - 7.02%	$91.43 - $91.74 $42K - $42.1K	6.08K $558M

Activity Summary All Purchases 35 New Holdings 6 Increased Positions 29 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 0

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