Position in TW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$233,084
New position
Shares Held
1,981
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026VestGen Advisors, LLC holds $16,063,298 across 10 Capital Markets names.
| # | 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.
|
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 TW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $233,084 | 1,981 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||