Number of Shares
22,279
Previous 27,267 18.29%
Holding current value
$1.65 Billion
Previous $2.2 Billion 25.01%
% of portfolio
0.07%
Previous 0.1%

Shares

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

Aug 13, 2025

SELL
N/A
-4,988 Reduced 18.29%
22,279 $1.65 Billion
Q1 2025

May 13, 2025

BUY
N/A
27,267 New
27,267 $2.2 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.