Vest Gen Advisors, LLC CAPITAL GROUP DIVIDEND GROWE Transaction History

Vest Gen Advisors, LLC

  • $3 Trillion
  • Q3 2025
Number of Shares
260,858
Previous 272,907 4.42%
Holding current value
$9.04 Billion
Previous $9.18 Billion 1.52%
% of portfolio
0.3%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-12,049 Reduced 4.42%
260,858 $9.04 Billion
Q2 2025

Aug 13, 2025
SELL
N/A
-2,998 Reduced 1.09%
272,907 $9.18 Billion
Q1 2025

May 13, 2025
BUY
N/A
275,905 New
275,905 $8.53 Billion
Track This Portfolio

Track Vest Gen Advisors, LLC Portfolio

Follow Vest Gen Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vest Gen Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vest Gen Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email