Position in HOOD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,546,811
+$953,951 QoQ
Shares Held
25,397
+10.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#506
of 1,380 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026VestGen Advisors, LLC holds $16,063,298 across 10 Capital Markets names. HOOD ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,340 | $6,412,085 | |
| 2 | MS |
Morgan Stanley
|
12,734 | $2,661,915 | |
| 3 | HOOD |
Robinhood Markets, Inc.
This page
|
25,397 | $2,546,811 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
111,224 | $1,480,391 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
13,636 | $1,186,877 | |
| 6 | SCHW |
Schwab Charles Corp
|
7,479 | $690,087 | |
| 7 | EVR |
Evercore Inc.
|
900 | $307,296 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
978 | $275,483 |
All Filings in HOOD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,546,811 | 25,397 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,592,860 | 22,985 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,629,092 | 14,404 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,621,513 | 11,325 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,605,567 | 17,148 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||