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Portfolio (Quarterly) Guide ↗

VestGen Advisors, LLC

· CIK 0002050130
13F Portfolio $3.4B AUM 1,093 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 124 New 417 Added 404 Reduced 81 Exited
Page 2 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVE CENOVUS ENERGY INC Energy 414,885.0 $10.3M 0.30% +102K +32.7% $24.81 +27.8%
22 FTGS FIRST TR EXCHANGE-TRADED FD 274,091.0 $10.1M 0.30% +17K +6.5% $37.00 +7.1%
23 LVHI LEGG MASON ETF INVT 244,800.0 $9.9M 0.29% +3K +1.1% $40.59 +6.2%
24 AVUS AMERICAN CENTY ETF TR 77,549.0 $9.9M 0.29% +14K +22.8% $128.08 +1.9%
25 F FORD MTR CO Consumer Cyclical 712,125.0 $9.9M 0.29% +647K +999.6% $13.90 -0.1%
26 IAU ISHARES GOLD TR Financial Services 129,743.0 $9.8M 0.29% +11K +9.0% $75.51 +14.5%
27 XOM EXXON MOBIL CORP Energy 70,219.0 $9.6M 0.28% +3K +4.1% $136.72 +16.8%
28 WCMI FIRST TR EXCHANGE-TRADED FD 476,043.0 $9.3M 0.27% +265K +125.9% $19.57 +1.6%
29 SPTM SPDR SERIES TRUST 100,956.0 $9.2M 0.27% +1K +1.5% $90.79 +2.4%
30 KLAC KLA CORP Technology 29,520.0 $8.9M 0.26% +26K +748.3% $301.71 -39.4%
31 SDVY FIRST TR EXCHANGE TRADED FD 205,101.0 $8.8M 0.26% +4K +2.2% $43.14 +2.1%
32 COWZ PACER FDS TR 140,952.0 $8.8M 0.26% +3K +2.3% $62.20 +15.5%
33 DUKZ NORTHERN LIGHTS FD TR 332,545.0 $8.5M 0.25% +15K +4.7% $25.62 -1.3%
34 EFG ISHARES TR 68,340.0 $8.5M 0.25% +3K +4.5% $124.42 +0.9%
35 DUKH NORTHERN LIGHTS FD TR 352,357.0 $8.4M 0.25% +15K +4.4% $23.95 -0.3%
36 TSLA CALL TESLA INC Consumer Cyclical 20,000.0 $8.4M 0.24% +11K +122.2% $420.60 -17.5%
37 PANW PALO ALTO NETWORKS INC Technology 23,311.0 $7.9M 0.23% +6K +34.3% $341.02 -0.9%
38 CSCO CISCO SYS INC Technology 65,491.0 $7.7M 0.22% +14K +26.6% $117.46 -4.9%
39 HGER HARBOR ETF TRUST 247,605.0 $7.3M 0.21% +73K +41.7% $29.34 +18.5%
40 PYLD PIMCO ETF TR 272,129.0 $7.2M 0.21% +2K +0.6% $26.52 -1.0%
Page 2 of 21  ·  417 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.9%
Financial Services 18.0%
Industrials 9.0%
Consumer Cyclical 8.7%
Healthcare 6.5%
Real Estate 5.4%
Communication Services 4.5%
Energy 3.8%
Consumer Defensive 3.7%
Utilities 2.2%