Notify me when VestGen Investment Management files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 197 | $180,402,989 | +$26,545,768 | -$15,374,646 | +$11,171,122 | SGOV, NVDA, HYG, QDF, VB | 13F-HR | 18 Feb 2026, 12:58 |
| Q3 2025 | 186 | $166,395,776 | +$42,515,892 | -$22,715,933 | +$19,799,959 | SGOV, NVDA, HYG, VB, QDF | 13F-HR | 13 Nov 2025, 12:16 |
| Q2 2025 | 165 | $139,490,970 | +$24,026,578 | -$30,168,629 | -$6,142,051 | SGOV, NVDA, SHY, HYG, VB | 13F-HR | 31 Jul 2025, 15:38 |
| Q1 2025 | 162 | $132,582,559 | +$12,774,751 | -$242,477,962 | -$229,703,211 | SGOV, HYG, NVDA, VB, VO | 13F-HR | 13 May 2025, 15:35 |
| Q4 2024 | 180 | $366,478,861 | +$39,588,542 | -$23,734,623 | +$15,853,919 | GLPI, SGOV, VUG, VTV, VEA | 13F-HR | 13 Feb 2025, 14:23 |
| Q3 2024 | 169 | $356,867,168 | +$34,291,681 | -$36,103,140 | -$1,811,459 | GLPI, VUG, VEA, VTV, SGOV | 13F-HR | 30 Oct 2024, 12:45 |
| Q2 2024 | 161 | $337,870,129 | +$25,798,137 | -$16,244,164 | +$9,553,973 | GLPI, VUG, VEA, VTV, SGOV | 13F-HR | 05 Aug 2024, 16:18 |
| Q1 2024 | 145 | $329,071,637 | +$21,525,427 | -$19,995,423 | +$1,530,004 | GLPI, VUG, VEA, VTV, SGOV | 13F-HR | 01 May 2024, 15:44 |
| Q4 2023 | 139 | $315,686,435 | +$34,527,673 | -$73,941,418 | -$39,413,745 | GLPI, VUG, VEA, SGOV, VTV | 13F-HR | 09 Feb 2024, 12:07 |
| Q3 2023 | 134 | $330,749,484 | +$62,048,237 | -$61,535,279 | +$512,958 | GLPI, SGOV, VUG, VEA, VTV | 13F-HR | 18 Oct 2023, 12:06 |
| Q2 2023 | 128 | $344,112,277 | +$54,354,936 | -$45,114,920 | +$9,240,016 | GLPI, VUG, VEA, VTV, SGOV | 13F-HR | 08 Aug 2023, 13:33 |
| Q1 2023 | 124 | $335,414,730 | +$74,475,296 | -$39,197,787 | +$35,277,509 | GLPI, SGOV, VEA, VUG, VTV | 13F-HR | 09 May 2023, 13:17 |
| Q4 2022 | 117 | $292,005,575 | +$34,433,333 | -$36,058,000 | -$1,624,667 | GLPI, VEA, VTV, VUG, BNDX | 13F-HR | 25 Jan 2023, 12:01 |
| Q3 2022 | 104 | $265,936,000 | +$32,138,596 | -$164,818,124 | -$132,679,528 | GLPI, VEA, XLK, VUG, VTV | 13F-HR | 07 Nov 2022, 16:04 |
| Q2 2022 | 113 | $411,386,000 | +$43,501,404 | -$46,714,581 | -$3,213,177 | GLPI, XLK, SHY, VEA, BSV | 13F-HR | 27 Jul 2022, 14:44 |
| Q1 2022 | 112 | $464,171,000 | +$29,433,724 | -$57,505,536 | -$28,071,812 | GLPI, XLK, VUG, IEFA, BSV | Restatement | 13 May 2022, 09:27 |
| Q4 2021 | 125 | $515,765,000 | +$27,483,876 | -$16,214,179 | +$11,269,697 | GLPI, XLK, VUG, IEFA, HYG | 13F-HR | 25 Jan 2022, 15:20 |
| Q3 2021 | 127 | $482,694,000 | +$37,342,813 | -$37,575,948 | -$233,135 | GLPI, XLK, VUG, BSV, HYG | 13F-HR | 19 Nov 2021, 10:11 |
| Q2 2021 | 132 | $487,318,000 | +$48,957,147 | -$39,997,909 | +$8,959,238 | GLPI, ANGL, XLK, VUG, HYG | 13F-HR | 10 Aug 2021, 12:38 |
| Q1 2021 | 129 | $455,571,000 | +$43,446,579 | -$69,311,557 | -$25,864,978 | GLPI, XLK, VUG, HYG, IEFA | 13F-HR | 16 Apr 2021, 15:49 |
| Q4 2020 | 118 | $471,599,000 | +$158,613,104 | -$46,401,247 | +$112,211,857 | GLPI, ANGL, XLK, HYG, VUG | 13F-HR | 09 Feb 2021, 09:23 |
| Q3 2020 | 104 | $322,999,000 | +$110,243,223 | -$167,890,485 | -$57,647,262 | GLPI, XLK, VUG, XLV, IEFA | 13F-HR | 16 Nov 2020, 20:09 |
| Q2 2020 | 107 | $344,953,000 | +$163,914,951 | -$18,578,271 | +$145,336,680 | GLPI, XLK, JNK, HYLS, ITOT | 13F-HR | 21 Jul 2020, 10:15 |
| Q1 2020 | 78 | $156,838,000 | +$14,659,475 | -$293,544,651 | -$278,885,176 | GLPI, ITOT, PENN, IEFA, IEMG | 13F-HR | 22 Apr 2020, 11:16 |
| Q4 2019 | 110 | $506,889,000 | +$121,389,277 | -$43,205,313 | +$78,183,964 | GLPI, XLK, HYG, ITOT, PENN | 13F-HR | 16 Jan 2020, 14:36 |
| Q3 2019 | 87 | $395,476,000 | +$17,598,798 | -$1,023,171,496 | -$1,005,572,698 | GLPI, XLK, ITOT, XLV, TLT | 13F-HR | 07 Nov 2019, 11:44 |
| Q2 2019 | 133 | $1,398,768,000 | +$474,227,260 | -$105,091,070 | +$369,136,190 | JNK, HYG, GLPI, XLK, ITOT | 13F-HR | 15 Aug 2019, 14:52 |
| Q1 2019 | 125 | $936,338,000 | $0 | $0 | $0 | GLPI, XLK, XLV, ITOT, JNK | 13F-HR | 02 Jul 2019, 10:58 |
| Q3 2017 | 19 | $43,740,000 | +$30,745,915 | -$210,335,261 | -$179,589,346 | JNK, HYG, CWB, HYD, ITM | 13F-HR | 15 Nov 2017, 11:34 |
| Q2 2017 | 25 | $228,948,000 | +$180,452,183 | -$753,101,552 | -$572,649,369 | XLF, CWB, PCY, ITM, XLK | 13F-HR | 11 Aug 2017, 16:08 |
| Q1 2017 | 133 | $798,476,000 | +$75,838,653 | -$142,405,679 | -$66,567,026 | HYG, JNK, SJNK, CWB, HYEM | 13F-HR | 10 May 2017, 13:12 |
| Q4 2016 | 126 | $846,632,000 | +$258,114,377 | -$472,794,124 | -$214,679,747 | HYG, JNK, HYS, SJNK, HYEM | 13F-HR | 21 Feb 2017, 12:01 |
| Q3 2016 | 50 | $1,065,283,000 | +$360,425,665 | -$477,426,470 | -$117,000,805 | SHY, JNK, HYG, SJNK, HYEM | 13F-HR | 10 Nov 2016, 14:48 |
| Q2 2016 | 123 | $1,154,081,000 | +$431,324,926 | -$403,566,593 | +$27,758,333 | JNK, HYG, HYS, SJNK, HYEM | 13F-HR | 02 Aug 2016, 13:32 |
| Q1 2016 | 73 | $1,100,177,000 | +$508,068,852 | -$476,914,851 | +$31,154,001 | JNK, HYG, SHY, HYD, EMB | 13F-HR | 12 May 2016, 16:45 |
| Q4 2015 | 92 | $1,050,969,000 | +$1,013,825,501 | -$13,766,000 | +$1,000,059,501 | SHY, HYG, HYD, HYMB, ITM | 13F-HR | 16 Feb 2016, 14:15 |
| Q3 2015 | 34 | $50,032,000 | +$15,106,048 | -$17,700,439 | -$2,594,391 | GLPI, ITM, MUB, MBB, PENN | 13F-HR | 17 Nov 2015, 09:49 |
| Q2 2015 | 35 | $53,767,000 | +$15,846,537 | -$95,392,747 | -$79,546,210 | GLPI, CWB, SJNK, HYEM, PENN | 13F-HR | 14 Aug 2015, 15:27 |
| Q1 2015 | 45 | $140,016,000 | +$9,745,759 | -$13,930,042 | -$4,184,283 | JNK, HYG, GLPI, HYD, BOND | 13F-HR | 23 Apr 2015, 13:48 |
| Q4 2014 | 42 | $138,649,000 | +$110,328,922 | -$1,948,420 | +$108,380,502 | JNK, HYG, HYD, GLPI, HYMB | 13F-HR | 13 Feb 2015, 16:27 |
| Q3 2014 | 24 | $30,069,000 | +$6,726,113 | -$33,092,856 | -$26,366,743 | GLPI, ENV, PENN, TWM, SPY | Restatement | 05 Nov 2014, 16:29 |
| Q2 2014 | 34 | $58,898,000 | +$18,551,624 | -$182,019,643 | -$163,468,019 | GLPI, HYG, JNK, ENV, CWB | 13F-HR | 17 Jul 2014, 09:08 |
| Q1 2014 | 32 | $220,084,000 | +$39,197,543 | -$43,380,980 | -$4,183,437 | JNK, HYG, HYMB, CWB, HYD | 13F-HR | 29 Apr 2014, 12:37 |
| Q4 2013 | 23 | $222,357,000 | $0 | $0 | $0 | JNK, HYG, HYS, SJNK, CWB | 13F-HR | 23 Jan 2014, 13:24 |