Vest Gen Advisors, LLC Sells in Q3 2025

Vest Gen Advisors, LLC

  • $3 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BDX
Becton Dickinson & CO

Healthcare
-274
- 6.62%
$172.41 - $199.66 $47.2K - $54.7K
3.86K $723M
SMOT
Vaneck ETF Tr Morningstar Smid
-145
- 1.11%
N/A
12.9K $464M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-43
- 0.69%
N/A
6.21K $545M
PBE
Invesco Exchange Traded Fd Tr

ETFs
-20
- 0.43%
$64.0 - $71.44 $1.28K - $1.43K
4.68K $327M
HOOD
Robinhood Markets, Inc.

Technology
-5.82K
- 33.96%
$91.27 - $143.18 $531K - $834K
11.3K $1.62B
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-1.32K
- 4.93%
N/A
25.5K $647M
XT
Ishares Tr Exponential Technol

ETFs
-45
- 0.92%
$65.04 - $71.97 $2.93K - $3.24K
4.82K $347M
EXC
Exelon Corp

Utilities
-34
- 0.13%
$42.73 - $45.54 $1.45K - $1.55K
25.6K $1.15B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.61K
- 4.19%
$53.81 - $57.52 $86.5K - $92.4K
36.8K $2.12B
CCJ
Cameco Corp

Energy
-2.08K
- 9.84%
$70.47 - $86.89 $147K - $181K
19.1K $1.6B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-239
- 3.17%
$131.47 - $143.64 $31.4K - $34.3K
7.31K $1.03B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-155
- 1.1%
$43.65 - $46.42 $6.77K - $7.2K
13.9K $646M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-428
- 2.7%
$64.58 - $69.94 $27.6K - $29.9K
15.4K $1.07B
WFC
Wells Fargo & Company

Financial Services
-509
- 2.59%
$77.05 - $85.16 $39.2K - $43.3K
19.1K $1.6B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-42
- 5.27%
$473.44 - $553.71 $19.9K - $23.3K
755 $413M
PID
Invesco Exchange Traded Fd Tr

ETFs
-2.01K
- 1.79%
N/A
110K $2.34B
AIQ
Global X Funds Global X Artifi

ETFs
-427
- 3.5%
$43.2 - $49.66 $18.4K - $21.2K
11.8K $582M
VBR
Vanguard Small Cap Value ETF

ETFs
-239
- 3.04%
$195.41 - $212.37 $46.7K - $50.8K
7.63K $1.59B
JLL
Jones Lang Lasalle Inc

Real Estate
-50
- 2.86%
$248.95 - $319.66 $12.4K - $16K
1.7K $506M
FLEX
Flex Ltd.

Technology
-5.48K
- 11.47%
$48.49 - $59.33 $266K - $325K
42.3K $2.45B
Aptiv PLC
-3.36K
- 16.44%
N/A
17.1K $1.47B
IAI
Ishares Tr Us Broker Dealers &

ETFs
-284
- 1.7%
$168.93 - $178.7 $48K - $50.8K
16.4K $2.9B
Globalstar Inc
-1.23K
- 11.64%
N/A
9.32K $339M
MS
Morgan Stanley

Financial Services
-678
- 5.71%
$139.09 - $161.16 $94.3K - $109K
11.2K $1.78B
OMFL
Invesco Exchange Traded Self I

ETFs
-1.59K
- 1.8%
$57.41 - $60.45 $91.5K - $96.3K
86.9K $5.24B
MPWR
Monolithic Power Systems Inc

Technology
-270
- 13.11%
$711.24 - $922.81 $192K - $249K
1.79K $1.65B
CELH
Celsius Holdings, Inc.

Consumer Defensive
-47
- 0.31%
$42.74 - $62.88 $2.01K - $2.96K
15.3K $882M
JEF
Jefferies Financial Group Inc.

Financial Services
-946
- 4.29%
$54.67 - $70.36 $51.7K - $66.6K
21.1K $1.38B
GREK
Global X Msci Greece ETF

ETFs
-1.13K
- 2.79%
$58.63 - $66.89 $66.3K - $75.6K
39.3K $2.53B
ILCG
Ishares Morningstar Growth ETF
-727
- 2.05%
N/A
34.7K $3.62B
NEE
Nextera Energy Inc

Utilities
-718
- 1.7%
$69.77 - $77.54 $50.1K - $55.7K
41.4K $3.13B
Te Connectivity PLC
-1.59K
- 14.14%
N/A
9.66K $2.12B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-145
- 0.23%
N/A
63.9K $6.34B
KWEB
Kraneshares Tr Csi China Inter

ETFs
-3.41K
- 5.18%
$33.63 - $42.59 $115K - $145K
62.4K $2.62B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-2.02K
- 1.09%
$32.11 - $34.92 $65K - $70.7K
184K $6.42B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-26.3K
- 3.42%
$31.79 - $33.42 $835K - $878K
741K $24.8B
TJX
Tjx Companies Inc

Consumer Cyclical
-149
- 0.47%
$121.35 - $144.54 $18.1K - $21.5K
31.7K $4.58B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.11K
- 4.95%
$567.77 - $614.76 $1.2M - $1.3M
40.6K $24.8B
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.05K
- 1.14%
$192.76 - $203.86 $202K - $214K
91.3K $18.6B
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.92K
- 1.13%
$108.97 - $121.65 $209K - $233K
167K $20.2B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-54
- 0.07%
$148.97 - $165.88 $8.04K - $8.96K
75.4K $12.4B
SPYG
Spdr Portfolio

ETFs
-8.88K
- 3.78%
$94.33 - $105.31 $837K - $935K
226K $23.6B
VUG
Vanguard Growth ETF

ETFs
-1.33K
- 2.64%
$433.97 - $484.08 $577K - $643K
49.1K $23.5B
RDVY
First Trust Rising Dividend Ac

ETFs
-571
- 0.15%
$62.38 - $67.29 $35.6K - $38.4K
372K $25B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.81K
- 0.6%
$74.93 - $80.73 $211K - $227K
467K $37.7B
VTV
Vanguard Value ETF

ETFs
-5.19K
- 1.7%
$175.51 - $186.57 $911K - $968K
300K $56B
Activity Summary
Buys All Purchases 515 New Holdings 144 Increased Positions 371 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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