Visionary Wealth Advisors

Position in VRT — Vertiv Holdings Co

CIK 1802984 O'FALLON, IL

Position in VRT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$727,229

+$216,547 QoQ

Shares Held

2,172

+6.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,251

of 2,045 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Visionary Wealth Advisors holds $14,306,731 across 5 Electrical Equipment & Parts names. VRT ranks #4 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ULBI	Ultralife Corp	1,109,170	$7,009,954
2	AEIS	Advanced Energy Industries Inc	11,507	$4,290,615
3	BE	Bloom Energy Corp	5,439	$1,646,385
4	VRT	Vertiv Holdings Co This page	2,172	$727,229
5	HUBB	Hubbell Inc	1,209	$632,548

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$727,229	2,172	+6.6%	Shares	Sole	2026-08-13
2026-03-31	$510,682	2,038	-2.7%	Shares	Sole	2026-05-13
2025-12-31	$339,248	2,094	+20.8%	Shares	Sole	2026-02-13
2025-09-30	$261,440	1,733	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.