Position in B
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$266,365
+$3,556 QoQ
Shares Held
7,252
+12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#720
of 1,002 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026VestGen Advisors, LLC holds $5,509,853 across 5 Gold names. B ranks #5 (4.8% of the industry book) .
All Filings in B
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,365 | 7,252 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $262,809 | 6,443 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $208,343 | 4,784 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||