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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  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMD ADVANCED MICRO DEVICES INC Technology 27,902.0 $16.2M 0.47% -5K -14.0% $580.91 -16.8%
22 JPM JPMORGAN CHASE & CO Financial Services 49,461.0 $16.2M 0.47% -2K -3.7% $327.33 +9.3%
23 CAT CATERPILLAR INC Industrials 14,885.0 $15.9M 0.46% -2K -10.6% $1064.94 -22.7%
24 ASCE ALLSPRING EXCHANGE TRADED FU 442,067.0 $15.5M 0.45% -5K -1.1% $35.09 +0.6%
25 IUSG ISHARES TR 80,938.0 $15.2M 0.44% -78K -49.1% $188.09 +0.7%
26 FIX COMFORT SYS USA INC Industrials 7,459.0 $14.8M 0.43% -551.0 -6.9% $1981.95 -19.0%
27 IWM ISHARES TR 48,975.0 $14.7M 0.43% -303.0 -0.6% $300.45 -0.6%
28 IWR ISHARES TR 126,880.0 $14.0M 0.41% -102K -44.6% $110.32 +2.7%
29 GLD SPDR GOLD TR Financial Services 36,416.0 $13.4M 0.39% -525.0 -1.4% $368.38 +14.5%
30 IVW ISHARES TR 91,794.0 $12.6M 0.37% -989.0 -1.1% $137.53 +0.7%
31 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 13,135.0 $12.3M 0.36% -207.0 -1.6% $935.49 +2.4%
32 ABBV ABBVIE INC Healthcare 47,682.0 $12.0M 0.35% -483.0 -1.0% $251.64 +3.6%
33 GEV GE VERNOVA INC Utilities 9,562.0 $11.2M 0.33% -410.0 -4.1% $1174.87 -19.8%
34 ANET ARISTA NETWORKS INC Technology 62,525.0 $10.6M 0.31% -1K -1.8% $169.88 +17.4%
35 XSMO INVESCO EXCHANGE TRADED FD T 110,840.0 $10.4M 0.30% -2K -1.4% $93.63 -8.6%
36 IVE ISHARES TR 45,369.0 $10.3M 0.30% -10K -17.9% $227.06 +4.8%
37 MINT PIMCO ETF TR 95,781.0 $9.7M 0.28% -11K -9.9% $100.81 -0.0%
38 VIG VANGUARD SPECIALIZED FUNDS 40,331.0 $9.5M 0.28% -36K -46.9% $236.62 +3.2%
39 DGRW WISDOMTREE TR 95,447.0 $9.1M 0.27% -2K -1.8% $95.62 +3.8%
40 JNJ JOHNSON & JOHNSON Healthcare 35,531.0 $9.0M 0.26% -472.0 -1.3% $253.97 +6.4%
Page 2 of 21  ·  404 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%