§ 13F · FUND PROFILE
VestGen Investment Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $166M (13F)Positions · 186Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$27M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 94K | $10M | 5.2% | +45% |
| 2 | NVDA | NVIDIA CORPORATION | 35K | $6M | 3.3% | +3% |
| 3 | HYG | ISHARES TR | 54K | $4M | 2.4% | +1% |
| 4 | QDF | FLEXSHARES TR | 46K | $4M | 2.0% | +8% |
| 5 | IEF | ISHARES TR | 37K | $4M | 1.9% | +19% |
| 6 | IQDF | FLEXSHARES TR | 109K | $3M | 1.9% | +6% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 42K | $3M | 1.5% | −6% |
| 8 | VUG | VANGUARD INDEX FDS | 6K | $3M | 1.4% | −5% |
| 9 | GEV | GE VERNOVA INC | 3K | $2M | 1.3% | +31% |
| 10 | AVGO | BROADCOM INC | 7K | $2M | 1.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VESTGEN SIGNAL
AC read
VestGen Investment Management is a Other fund managing $166 million in assets. The fund runs a portfolio of 186 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed