13F Insight
DOSSIER · 13F-HR · Q1 2026

VestGen Investment Management

VestGen Investment's holding co. based in New York, NY — $181M in tracked AUM across 216 positions as of Q1 2026.

VI
VestGen Investment·New York, NY·Holding Co.
CIK 0001511739 · last filed Mar 31, 2026
Total AUM
$181M
▲ 0.8%
vs prior
Holdings
216
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

VestGen Investment Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SGOV
ISHARES TR
$10M94K5.2%
02
NVDA
NVIDIA CORPORATION
$6M35K3.3%
03
HYG
ISHARES TR
$4M54K2.4%
04
QDF
FLEXSHARES TR
$4M46K2.0%
05
IEF
ISHARES TR
$4M37K1.9%
06
IQDF
FLEXSHARES TR
$3M109K1.9%
07
VEA
VANGUARD TAX-MANAGED FDS
$3M42K1.5%
08
VUG
VANGUARD INDEX FDS
$3M6K1.4%
09
GEV
GE VERNOVA INC
$2M3K1.3%
10
AVGO
BROADCOM INC
$2M7K1.3%

Filing history

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