Position in BX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$676,602
-$1,609 QoQ
Shares Held
5,750
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026VestGen Advisors, LLC holds $62,816,971 across 27 Asset Management names. BX ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
309,482 | $48,292,862 | |
| 2 | GGN |
GAMCO Global Gold, Natural Resources & Income Trust
|
346,328 | $1,676,227 | |
| 3 | NML |
Neuberger Energy Infrastructure & Income Fund Inc.
|
160,541 | $1,627,885 | |
| 4 | BLK |
BlackRock, Inc.
|
1,519 | $1,460,609 | |
| 5 | GNT |
GAMCO Natural Resources, Gold & Income Trust
|
159,600 | $1,300,740 | |
| 6 | STT |
State Street Corp
|
20,309 | $1,295,691 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
40,662 | $1,226,772 | |
| 8 | BX |
Blackstone Inc.
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|
5,750 | $676,602 |
All Filings in BX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $676,602 | 5,750 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $678,211 | 5,898 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $775,940 | 5,034 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $764,212 | 4,473 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||