Position in VRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,362,331
+$3,260,449 QoQ
Shares Held
39,909
-1.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#422
of 2,035 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026WCG Wealth Advisors LLC holds $13,598,724 across 2 Electrical Equipment & Parts names. VRT ranks #1 (98.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
39,909 | $13,362,331 | |
| 2 | TE |
T1 Energy Inc.
|
24,936 | $236,393 |
All Filings in VRT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,362,331 | 39,909 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,101,882 | 40,314 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,163,346 | 38,043 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||