Financial Gravity Asset Management, Inc.

Position in AEG — Aegon Ltd.

CIK 1741736 Lakeway, TX

Position in AEG

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$14

-$1 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $4,447,695 across 5 Insurance - Diversified names. AEG ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	9,111	$4,365,991
2	HIG	Hartford Insurance Group, Inc.	346	$46,789
3	SLF	Sun Life Financial Inc	317	$19,831
4	ACGL	Arch Capital Group Ltd.	157	$15,070
5	AEG	Aegon Ltd. This page	2	$14

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14	2	0.0%	Shares	Sole	2026-05-08
2025-12-31	$15	2	-98.5%	Shares	Sole	2026-02-13
2024-03-31	$816	135	—	Shares	Sole	2024-05-13
No filing history on record for this holder in this stock.