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Clear Point Advisors Inc. → VGES

Clear Point Advisors Inc. VGES Position History

VGES

Quarters held
21
Latest value
$256K
Q3 2026
Peak value
$6.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$283K
Q4 2025$1.8M
Q4 2025$533K
Q4 2025$1.3M
Q4 2025$1.2M
Q4 2025$224K
Q1 2026$585K
Q1 2026$6.8M
Q2 2026$311K
Q2 2026$1.8M
Q2 2026$635K
Q2 2026$1.8M
Q2 2026$1.4M
Q2 2026$258K
Q3 2026$310K
Q3 2026$1.8M
Q3 2026$525K
Q3 2026$283K
Q3 2026$1.8M
Q3 2026$1.4M
Q3 2026$256K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$256K1.2K——
Q3 2026$1.4M5.9K——
Q3 2026$1.8M2.6K——
Q3 2026$283K6.0K——
Q3 2026$525K9.3K——
Q3 2026$1.8M22.7K——
Q3 2026$310K5.4K——
Q2 2026$258K1.2K——
Q2 2026$1.4M5.9K——
Q2 2026$1.8M2.6K——
Q2 2026$635K10.8K——
Q2 2026$1.8M22.4K——
Q2 2026$311K5.3K——
Q1 2026$6.8M45.0K——
Q1 2026$585K9.8K——
Q4 2025$224K1.2K——
Q4 2025$1.2M5.6K——
Q4 2025$1.3M2.1K——
Q4 2025$533K8.9K——
Q4 2025$1.8M22.0K——
Q4 2025$283K4.8K——

Other funds holding VGES

Other Clear Point Advisors Inc. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$12.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$12.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$11.9M
STT-PG

STATE STR CORP

$11.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.6M
JPM-PM

JPMORGAN CHASE & CO

$8.2M
QQQ

INVESCO QQQ TR

$6.5M
QQQ

INVESCO QQQ TR

$6.5M
Clear Point Advisors Inc. VGES Holdings: 13F Position History | Track13F