Position in VRT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$95,758
+$25,596 QoQ
Shares Held
286
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#475
of 560 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Bogart Wealth, LLC holds $277,569 across 11 Electrical Equipment & Parts names. VRT ranks #2 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBB |
Hubbell Inc
|
216 | $113,011 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
286 | $95,758 | |
| 3 | BE |
Bloom Energy Corp
|
132 | $39,956 | |
| 4 | AEIS |
Advanced Energy Industries Inc
|
67 | $24,982 | |
| 5 | NVT |
nVent Electric plc
|
8 | $1,356 | |
| 6 | ATKR |
Atkore Inc.
|
9 | $684 | |
| 7 | PLUG |
Plug Power Inc
|
245 | $663 | |
| 8 | TGEN |
Tecogen Inc.
|
118 | $615 |
All Filings in VRT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,758 | 286 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $70,162 | 280 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $283,517 | 1,750 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $71,658 | 475 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $189,019 | 1,472 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $86,495 | 1,198 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $241,307 | 2,124 | Shares | Sole | 2025-01-30 | |
| 2024-06-30 | $25,711 | 297 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $24,582 | 301 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||