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Curated Wealth Partners LLC → VGES
Curated Wealth Partners LLC VGES Position History
VGES
Quarters held
61
Latest value
$246K
Q3 2026
Peak value
$59M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.5M |
| Q4 2025 | $898K |
| Q4 2025 | $3.2M |
| Q4 2025 | $44.1M |
| Q4 2025 | $535K |
| Q4 2025 | $408K |
| Q4 2025 | $702K |
| Q4 2025 | $1.6M |
| Q4 2025 | $1.4M |
| Q1 2026 | $1.4M |
| Q1 2026 | $903K |
| Q1 2026 | $3M |
| Q1 2026 | $41.5M |
| Q1 2026 | $6.4M |
| Q1 2026 | $556K |
| Q1 2026 | $354K |
| Q1 2026 | $215K |
| Q1 2026 | $1.7M |
| Q1 2026 | $1.3M |
| Q1 2026 | $83K |
| Q2 2026 | $1.6M |
| Q2 2026 | $35K |
| Q2 2026 | $241K |
| Q2 2026 | $135K |
| Q2 2026 | $1.3M |
| Q2 2026 | $469K |
| Q2 2026 | $4.1M |
| Q2 2026 | $2K |
| Q2 2026 | $7.9M |
| Q2 2026 | $3.5M |
| Q2 2026 | $488K |
| Q2 2026 | $50.1M |
| Q2 2026 | $15.4M |
| Q2 2026 | $521K |
| Q2 2026 | $396K |
| Q2 2026 | $254K |
| Q2 2026 | $360K |
| Q2 2026 | $1.9M |
| Q2 2026 | $427K |
| Q2 2026 | $499K |
| Q2 2026 | $1.4M |
| Q2 2026 | $1.3M |
| Q2 2026 | $339K |
| Q3 2026 | $1.6M |
| Q3 2026 | $120K |
| Q3 2026 | $288K |
| Q3 2026 | $15K |
| Q3 2026 | $1.3M |
| Q3 2026 | $4.2M |
| Q3 2026 | $19.5M |
| Q3 2026 | $498K |
| Q3 2026 | $59M |
| Q3 2026 | $515K |
| Q3 2026 | $42K |
| Q3 2026 | $78K |
| Q3 2026 | $422K |
| Q3 2026 | $266K |
| Q3 2026 | $105K |
| Q3 2026 | $1.8M |
| Q3 2026 | $1.4M |
| Q3 2026 | $246K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $246K | 657 | — | — |
| Q3 2026 | $1.4M | 3.7K | — | — |
| Q3 2026 | $1.8M | 8.5K | — | — |
| Q3 2026 | $105K | 486 | — | — |
| Q3 2026 | $266K | 3.0K | — | — |
| Q3 2026 | $422K | 1.8K | — | — |
| Q3 2026 | $78K | 338 | — | — |
| Q3 2026 | $42K | 215 | — | — |
| Q3 2026 | $515K | 2.6K | — | — |
| Q3 2026 | $59M | 84.1K | — | — |
| Q3 2026 | $498K | 711 | — | — |
| Q3 2026 | $19.5M | 27.8K | — | — |
| Q3 2026 | $4.2M | 33.1K | — | — |
| Q3 2026 | $1.3M | 21.6K | — | — |
| Q3 2026 | $15K | 160 | — | — |
| Q3 2026 | $288K | 3.1K | — | — |
| Q3 2026 | $120K | 1.7K | — | — |
| Q3 2026 | $1.6M | 22.8K | — | — |
| Q2 2026 | $339K | 917 | — | — |
| Q2 2026 | $1.3M | 3.4K | — | — |
| Q2 2026 | $1.4M | 86.8K | — | — |
| Q2 2026 | $499K | 351.0K | — | — |
| Q2 2026 | $427K | 400.0K | — | — |
| Q2 2026 | $1.9M | 8.5K | — | — |
| Q2 2026 | $360K | 222.7K | — | — |
| Q2 2026 | $254K | 3.0K | — | — |
| Q2 2026 | $396K | 1.6K | — | — |
| Q2 2026 | $521K | 2.6K | — | — |
| Q2 2026 | $15.4M | 22.4K | — | — |
| Q2 2026 | $50.1M | 73.0K | — | — |
| Q2 2026 | $488K | 711 | — | — |
| Q2 2026 | $3.5M | 1.11M | — | — |
| Q2 2026 | $7.9M | 2.43M | — | — |
| Q2 2026 | $2K | 7 | — | — |
| Q2 2026 | $4.1M | 34.2K | — | — |
| Q2 2026 | $469K | 403.2K | — | — |
| Q2 2026 | $1.3M | 21.7K | — | — |
| Q2 2026 | $135K | 15.0K | — | — |
| Q2 2026 | $241K | 200.8K | — | — |
| Q2 2026 | $35K | 21.0K | — | — |
| Q2 2026 | $1.6M | 21.9K | — | — |
| Q1 2026 | $83K | 260 | — | — |
| Q1 2026 | $1.3M | 4.1K | — | — |
| Q1 2026 | $1.7M | 8.5K | — | — |
| Q1 2026 | $215K | 492 | — | — |
| Q1 2026 | $354K | 1.6K | — | — |
| Q1 2026 | $556K | 3.0K | — | — |
| Q1 2026 | $6.4M | 10.7K | — | — |
| Q1 2026 | $41.5M | 69.5K | — | — |
| Q1 2026 | $3M | 4.3K | — | — |
| Q1 2026 | $903K | 16.7K | — | — |
| Q1 2026 | $1.4M | 21.9K | — | — |
| Q4 2025 | $1.4M | 4.3K | — | — |
| Q4 2025 | $1.6M | 8.5K | — | — |
| Q4 2025 | $702K | 1.4K | — | — |
| Q4 2025 | $408K | 1.9K | — | — |
| Q4 2025 | $535K | 3.0K | — | — |
| Q4 2025 | $44.1M | 70.4K | — | — |
| Q4 2025 | $3.2M | 4.3K | — | — |
| Q4 2025 | $898K | 16.7K | — | — |
| Q4 2025 | $1.5M | 24.5K | — | — |