VestGen Investment Management

Position in C — Citigroup Inc

CIK 1511739 EGG HARBOR TOWNSHIP, NJ

Position in C

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$262,285

+$34,785 QoQ

Shares Held

1,874

-6.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#2,114

of 2,621 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

VestGen Investment Management holds $3,326,802 across 5 Banks - Diversified names. C ranks #5 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	9,265	$1,339,811
2	JPM	Jpmorgan Chase & Co	3,388	$1,108,994
3	WFC	Wells Fargo & Company/Mn	3,830	$316,511
4	BAC	Bank Of America Corp /De/	5,251	$299,201
5	C	Citigroup Inc This page	1,874	$262,285

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,285	1,874	-6.6%	Shares	Sole	2026-07-31
2026-03-31	$227,500	2,006	-0.1%	Shares	Sole	2026-05-12
2025-12-31	$234,313	2,008	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.