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Wingate Wealth Advisors, Inc. → BX

Wingate Wealth Advisors, Inc. BX Position History

Blackstone Inc. • Financial Services

Quarters held
4
Latest value
$28.5M
Q3 2026
Peak value
$28.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$19.4M
Q1 2026$21.7M
Q2 2026$28M
Q3 2026$28.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$28.5M122.0K——
Q2 2026$28M118.2K——
Q1 2026$21.7M100.9K——
Q4 2025$19.4M88.4K——

Other funds holding BX

Other Wingate Wealth Advisors, Inc. positions

VGES

VANGUARD MALVERN FDS

$20.4M
VGES

VANGUARD MALVERN FDS

$18.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$16.4M
VGES

VANGUARD MALVERN FDS

$14.6M
VGES

VANGUARD MALVERN FDS

$13.3M
ETHA

ISHARES TR

$9.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$9.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$9.3M