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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 54 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 OWL BLUE OWL CAPITAL INC Financial Services 11,944.0 $105K 0.00% NEW $8.75 +34.9%
1062 WU WESTERN UN CO Financial Services 13,078.0 $101K 0.00% -3K -19.1% $7.70 -5.7%
1063 VRRM VERRA MOBILITY CORP Technology 23,427.0 $100K 0.00% NEW $4.25 +4.0%
1064 HLT CALL HILTON WORLDWIDE HLDGS INC Consumer Cyclical 300.0 $99K 0.00% NEW $330.46 +0.6%
1065 FBRT FRANKLIN BSP RLTY TR INC Real Estate 11,604.0 $94K 0.00% NEW $8.14 +3.8%
1066 LYG LLOYDS BANKING GROUP PLC Financial Services 15,920.0 $93K 0.00% +5K +51.3% $5.83 +3.6%
1067 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 16,371.0 $89K 0.00% NEW $5.45 -12.1%
1068 MOMO HELLO GROUP INC Communication Services 14,853.0 $86K 0.00% NEW $5.80 -0.7%
1069 SNAP SNAP INC Communication Services 18,648.0 $83K 0.00% NEW $4.44 +22.1%
1070 RUM RUM GROUP INC Technology 12,486.0 $79K 0.00% $6.34 +47.9%
1071 LCID LUCID GROUP INC Consumer Cyclical 11,716.0 $78K 0.00% NEW $6.69 -26.0%
1072 NAT NORDIC AMERICAN TANKERS LIMI Industrials 14,062.0 $78K 0.00% NEW $5.54 +17.7%
1073 RNW RENEW ENERGY GLOBAL PLC Utilities 11,886.0 $74K 0.00% NEW $6.25 +9.1%
1074 DHY CREDIT SUISSE HIGH YIELD CRE Financial Services 38,735.0 $69K 0.00% $1.78 -3.4%
1075 AUR CALL AURORA INNOVATION INC Technology 10,000.0 $68K 0.00% $6.82 -15.5%
1076 STIM NEURONETICS INC Healthcare 50,279.0 $65K 0.00% -50K -49.9% $1.30 +130.8%
1077 RIG TRANSOCEAN LTD Energy 11,529.0 $56K 0.00% +418.0 +3.8% $4.89 +14.5%
1078 UGP ULTRAPAR PARTICIPACOES SA Energy 10,740.0 $54K 0.00% NEW $5.02 +28.5%
1079 MPT MEDICAL PROPERTIES TRUST INC Financial Services 11,399.0 $53K 0.00% -4K -24.1% $4.62 -11.7%
1080 IMRX IMMUNEERING CORP Healthcare 10,000.0 $50K 0.00% NEW $4.99 +3.2%
Page 54 of 55  ·  1,091 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%