Back to STT-PG
Orgel Wealth Management, LLC → STT-PG
Orgel Wealth Management, LLC STT-PG Position History
State Street Corporation
Quarters held
12
Latest value
$1.8M
Q3 2026
Peak value
$422.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $298K |
| Q4 2025 | $393.8M |
| Q4 2025 | $559K |
| Q1 2026 | $328K |
| Q1 2026 | $335.7M |
| Q1 2026 | $933K |
| Q2 2026 | $358K |
| Q2 2026 | $404.4M |
| Q2 2026 | $1.7M |
| Q3 2026 | $374K |
| Q3 2026 | $422.5M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 20.0K | — | — |
| Q3 2026 | $422.5M | 3.43M | — | — |
| Q3 2026 | $374K | 3.8K | — | — |
| Q2 2026 | $1.7M | 19.7K | — | — |
| Q2 2026 | $404.4M | 3.40M | — | — |
| Q2 2026 | $358K | 3.7K | — | — |
| Q1 2026 | $933K | 12.2K | — | — |
| Q1 2026 | $335.7M | 3.43M | — | — |
| Q1 2026 | $328K | 3.5K | — | — |
| Q4 2025 | $559K | 7.0K | — | — |
| Q4 2025 | $393.8M | 3.69M | — | — |
| Q4 2025 | $298K | 3.3K | — | — |