VestGen Investment Management

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1511739 EGG HARBOR TOWNSHIP, NJ

Position in IBKR

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

Position Value

$753,505

+$152,089 QoQ

Shares Held

8,657

-3.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#633

of 1,109 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

VestGen Investment Management holds $2,068,689 across 3 Capital Markets names. IBKR ranks #2 (36.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,010	$1,021,483
2	IBKR	Interactive Brokers Group, Inc. This page	8,657	$753,505
3	MS	Morgan Stanley	1,405	$293,701

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$753,505	8,657	-3.5%	Shares	Sole	2026-07-31
2026-03-31	$601,416	8,967	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.