Visionary Wealth Advisors

Position in VRT — Vertiv Holdings Co

CIK 1802984 O'FALLON, IL

Position in VRT

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$510,682

+$171,434 QoQ

Shares Held

2,038

-2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

Visionary Wealth Advisors holds $12,629,270 across 5 Electrical Equipment & Parts names. VRT ranks #5 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ULBI	Ultralife Corp	1,106,154	$7,212,124
2	AEIS	Advanced Energy Industries Inc	11,507	$3,713,423
3	BE	Bloom Energy Corp	4,488	$608,079
4	HUBB	Hubbell Inc	1,192	$584,962
5	VRT	Vertiv Holdings Co This page	2,038	$510,682

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.