Vest Gen Advisors, LLC Sells in Q2 2025

Vest Gen Advisors, LLC

  • $2.51 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FSS
Federal Signal Corp

Industrials
-27
- 0.9%
$69.23 - $106.42 $1.87K - $2.87K
2.97K $316M
TDG
Trans Digm Group Inc

Industrials
-52
- 4.51%
$1231.75 - $1520.64 $64.1K - $79.1K
1.1K $1.69B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-659
- 5.56%
$108.06 - $135.3 $71.2K - $89.2K
11.2K $1.54B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-720
- 4.16%
$57.41 - $74.81 $41.3K - $53.9K
16.6K $1.23B
XLI
Industrial Sector Spdr

ETFs
-698
- 5.49%
$116.42 - $147.52 $81.3K - $103K
12K $1.77B
SYK
Stryker Corp

Healthcare
-241
- 2.76%
$337.37 - $395.63 $81.3K - $95.3K
8.48K $3.36B
FLEX
Flex Ltd.

Technology
-21K
- 30.54%
$26.68 - $50.09 $561K - $1.05M
47.8K $2.39B
TT
Trane Technologies PLC

Industrials
-220
- 10.5%
$315.21 - $437.41 $69.3K - $96.2K
1.88K $817M
BA
Boeing CO

Industrials
-789
- 11.35%
$136.59 - $217.51 $108K - $172K
6.16K $1.31B
DIS
Walt Disney CO

Communication Services
-208
- 3.27%
$81.72 - $124.01 $17K - $25.8K
6.14K $750M
ROK
Rockwell Automation, Inc

Industrials
-1.43K
- 17.42%
$218.97 - $332.17 $313K - $475K
6.77K $2.25B
PID
Invesco Exchange Traded Fd Tr

ETFs
-1.36K
- 1.19%
N/A
112K $2.3B
DELL
Dell Technologies Inc.

Technology
-2
- 0.04%
$71.63 - $125.98 $143 - $252
4.47K $548M
TTEK
Tetra Tech Inc

Industrials
-6.18K
- 11.46%
$28.01 - $36.25 $173K - $224K
47.8K $1.72B
OMFL
Invesco Exchange Traded Self I

ETFs
-4.41K
- 4.75%
$48.43 - $57.78 $214K - $255K
88.5K $5.11B
VST
Vistra Corp.

Utilities
-230
- 8.44%
$98.07 - $195.04 $22.6K - $44.9K
2.5K $484M
TTWO
Take Two Interactive Software Inc

Communication Services
-251
- 3.97%
$194.58 - $243.05 $48.8K - $61K
6.08K $1.48B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-22
- 8.87%
$4164.15 - $5789.24 $91.6K - $127K
226 $1.31B
APH
Amphenol Corp

Technology
-198
- 2.99%
$59.09 - $98.75 $11.7K - $19.6K
6.43K $634M
CCJ
Cameco Corp

Energy
-11.9K
- 35.94%
$36.68 - $74.46 $436K - $885K
21.2K $1.57B
VGT
Vanguard Information Technolog

ETFs
-7
- 0.4%
$470.37 - $663.28 $3.29K - $4.64K
1.73K $1.16B
EFG
Msci Eafe Growth ETF

ETFs
-153
- 0.77%
$89.8 - $112.0 $13.7K - $17.1K
19.8K $2.22B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.92K
- 2.9%
N/A
64.1K $6.03B
MS
Morgan Stanley

Financial Services
-409
- 3.33%
$99.83 - $140.86 $40.8K - $57.6K
11.9K $1.67B
EMR
Emerson Electric CO

Industrials
-2.24K
- 9.72%
$94.15 - $133.33 $211K - $298K
20.8K $2.77B
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.65K
- 1.76%
$166.82 - $194.23 $276K - $321K
92.4K $17.9B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6.18K
- 4.61%
$39.89 - $49.46 $247K - $306K
128K $6.33B
IWM
Ishares Russell 2000 ETF

ETFs
-3.72K
- 6.33%
$174.82 - $215.79 $650K - $803K
55K $12B
AXP
American Express CO

Financial Services
-117
- 1.77%
$231.39 - $318.98 $27.1K - $37.3K
6.5K $2.05B
DASH
Door Dash, Inc.

Communication Services
-483
- 6.63%
$163.16 - $246.51 $78.8K - $119K
6.8K $1.68B
PWR
Quanta Services, Inc.

Industrials
-634
- 12.88%
$239.47 - $381.26 $152K - $242K
4.29K $1.62B
ALCC
Alt C Acquisition Corp.

Financial Services
-14.7K
- 41.3%
N/A
20.8K $1.17B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-766
- 4.95%
$66.89 - $111.18 $51.2K - $85.2K
14.7K $1.64B
ILCG
Ishares Morningstar Growth ETF
-548
- 1.52%
N/A
35.4K $3.43B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-856
- 0.46%
$26.38 - $32.66 $22.6K - $28K
186K $6.05B
VB
Vanguard Small Cap ETF

ETFs
-362
- 0.85%
$193.73 - $237.37 $70.1K - $85.9K
42K $9.95B
AMD
Advanced Micro Devices Inc

Technology
-3.99K
- 15.7%
$78.21 - $143.81 $312K - $574K
21.4K $3.17B
Capital Group Dividend Growe
-3K
- 1.09%
N/A
273K $9.18B
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.21K
- 2.23%
$74.88 - $91.97 $240K - $295K
141K $13B
VEA
Vanguard Ftse Developed Market

ETFs
-30.8K
- 7.58%
$45.65 - $57.01 $1.4M - $1.75M
375K $21.4B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-15.1K
- 4.26%
$32.66 - $40.75 $493K - $615K
340K $13.7B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-8.43K
- 10.26%
$171.4 - $227.1 $1.44M - $1.91M
73.7K $16.7B
Ge Vernova Inc
-615
- 11.8%
N/A
4.6K $2.49B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.06K
- 2.12%
$51.16 - $62.02 $412K - $500K
371K $23.2B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-8.61K
- 2.24%
$71.28 - $83.74 $614K - $721K
375K $31.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.18K
- 4.85%
$456.74 - $568.03 $995K - $1.24M
42.7K $24.3B
IWP
Ishares Russell Mid Cap Growth

ETFs
-2.38K
- 2.77%
$104.34 - $138.68 $248K - $330K
83.4K $11.6B
CRWD
Crowd Strike Holdings, Inc.

Technology
-783
- 6.39%
$321.63 - $509.31 $252K - $399K
11.5K $5.84B
NFLX
Netflix Inc

Communication Services
-452
- 7.83%
$855.86 - $1339.13 $387K - $605K
5.32K $7.05B
Activity Summary
Buys All Purchases 329 New Holdings 70 Increased Positions 259 Sells All Sells 212 Reductions 212 Sold out 0 Options Calls 0 Puts 0
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