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Rolek Wealth Management LLC → STT-PG

Rolek Wealth Management LLC STT-PG Position History

State Street Corporation • Banking

Quarters held
5
Latest value
$516K
Q3 2026
Peak value
$516K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$370K
Q4 2025$378K
Q1 2026$350K
Q2 2026$502K
Q3 2026$516K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$516K2.6K——
Q2 2026$502K2.6K——
Q1 2026$350K2.6K——
Q4 2025$378K2.6K——
Q3 2025$370K1.3K——

Other funds holding STT-PG

Other Rolek Wealth Management LLC positions

VGES

VANGUARD INDEX FDS

$77.3M
ETHA

INVESCO EXCH TRADED FD TR II

$76.5M
ETHA

INVESCO EXCH TRADED FD TR II

$73.1M
VGES

VANGUARD INDEX FDS

$72.6M
VGES

VANGUARD INDEX FDS

$60.6M
VGES

VANGUARD INDEX FDS

$59.6M
VGES

VANGUARD INDEX FDS

$58.3M
VGES

VANGUARD INDEX FDS

$56.4M