Vest Gen Advisors, LLC CAPITAL GROUP CORE BALANCED Transaction History

Vest Gen Advisors, LLC

  • $2.51 Trillion
  • Q2 2025
Number of Shares
277,245
Previous 263,673 5.15%
Holding current value
$9.27 Billion
Previous $8.17 Billion 13.5%
% of portfolio
0.37%
Previous 0.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
13,572 Added 5.15%
277,245 $9.27 Billion
Q1 2025

May 13, 2025
BUY
N/A
263,673 New
263,673 $8.17 Billion
Track This Portfolio

Track Vest Gen Advisors, LLC Portfolio

Follow Vest Gen Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vest Gen Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vest Gen Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email