Position in CVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$861,428
+$393,306 QoQ
Shares Held
8,327
+27.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,030
of 2,054 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026VestGen Advisors, LLC holds $10,430,341 across 6 Healthcare Plans names. CVS ranks #3 (8.3% of the industry book) .
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $861,428 | 8,327 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $468,122 | 6,518 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $438,543 | 5,526 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $206,116 | 2,734 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||