Back to VGES
HB Wealth Management, LLC → VGES
HB Wealth Management, LLC VGES Position History
VGES
Quarters held
204
Latest value
$3.2B
Q3 2026
Peak value
$3.2B
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $570.8M |
| Q4 2025 | $31M |
| Q4 2025 | $13.8M |
| Q4 2025 | $14.9M |
| Q4 2025 | $379K |
| Q4 2025 | $1M |
| Q4 2025 | $2.1M |
| Q4 2025 | $4M |
| Q4 2025 | $3M |
| Q4 2025 | $15.7M |
| Q4 2025 | $13.6M |
| Q4 2025 | $424K |
| Q4 2025 | $3.6M |
| Q4 2025 | $2.2M |
| Q4 2025 | $268K |
| Q4 2025 | $319K |
| Q4 2025 | $433K |
| Q4 2025 | $14.3M |
| Q4 2025 | $75.5M |
| Q4 2025 | $5.2M |
| Q4 2025 | $1.2M |
| Q4 2025 | $2.2M |
| Q4 2025 | $770K |
| Q4 2025 | $1.5M |
| Q4 2025 | $1.5M |
| Q4 2025 | $1.6M |
| Q4 2025 | $22.1M |
| Q4 2025 | $324K |
| Q4 2025 | $2.2M |
| Q4 2025 | $5.5M |
| Q4 2025 | $2.6M |
| Q4 2025 | $233K |
| Q4 2025 | $20.6M |
| Q4 2025 | $2.9M |
| Q4 2025 | $348K |
| Q4 2025 | $617K |
| Q4 2025 | $1.5M |
| Q4 2025 | $121.6M |
| Q4 2025 | $6.4M |
| Q4 2025 | $6.7M |
| Q4 2025 | $5.9M |
| Q4 2025 | $13.6M |
| Q4 2025 | $33.6M |
| Q4 2025 | $14M |
| Q4 2025 | $1.9M |
| Q4 2025 | $37.4M |
| Q4 2025 | $11.3M |
| Q4 2025 | $22.2M |
| Q4 2025 | $2.8B |
| Q1 2026 | $618.3M |
| Q1 2026 | $27.8M |
| Q1 2026 | $14.2M |
| Q1 2026 | $14M |
| Q1 2026 | $611K |
| Q1 2026 | $882K |
| Q1 2026 | $2.2M |
| Q1 2026 | $3.4M |
| Q1 2026 | $3.3M |
| Q1 2026 | $18.9M |
| Q1 2026 | $13M |
| Q1 2026 | $418K |
| Q1 2026 | $3.2M |
| Q1 2026 | $2M |
| Q1 2026 | $309K |
| Q1 2026 | $1.1M |
| Q1 2026 | $14M |
| Q1 2026 | $76.8M |
| Q1 2026 | $6.1M |
| Q1 2026 | $1.4M |
| Q1 2026 | $2.1M |
| Q1 2026 | $812K |
| Q1 2026 | $2.3M |
| Q1 2026 | $1.3M |
| Q1 2026 | $1.7M |
| Q1 2026 | $20.3M |
| Q1 2026 | $344K |
| Q1 2026 | $2.2M |
| Q1 2026 | $4.4M |
| Q1 2026 | $2M |
| Q1 2026 | $205K |
| Q1 2026 | $18.7M |
| Q1 2026 | $2.9M |
| Q1 2026 | $333K |
| Q1 2026 | $211K |
| Q1 2026 | $743K |
| Q1 2026 | $1.7M |
| Q1 2026 | $117.7M |
| Q1 2026 | $6.6M |
| Q1 2026 | $5.8M |
| Q1 2026 | $3.8M |
| Q1 2026 | $13.8M |
| Q1 2026 | $32.6M |
| Q1 2026 | $13.1M |
| Q1 2026 | $1.9M |
| Q1 2026 | $35.3M |
| Q1 2026 | $13.8M |
| Q1 2026 | $23.9M |
| Q1 2026 | $2.7B |
| Q2 2026 | $707.5M |
| Q2 2026 | $33.3M |
| Q2 2026 | $16.1M |
| Q2 2026 | $16.2M |
| Q2 2026 | $2.7M |
| Q2 2026 | $377K |
| Q2 2026 | $1M |
| Q2 2026 | $1.8M |
| Q2 2026 | $3.7M |
| Q2 2026 | $10.6M |
| Q2 2026 | $22.1M |
| Q2 2026 | $14.6M |
| Q2 2026 | $513K |
| Q2 2026 | $3.6M |
| Q2 2026 | $345K |
| Q2 2026 | $1.7M |
| Q2 2026 | $974K |
| Q2 2026 | $516K |
| Q2 2026 | $2.9M |
| Q2 2026 | $13.9M |
| Q2 2026 | $95.4M |
| Q2 2026 | $7.3M |
| Q2 2026 | $1.5M |
| Q2 2026 | $2.3M |
| Q2 2026 | $800K |
| Q2 2026 | $2.2M |
| Q2 2026 | $1.5M |
| Q2 2026 | $1.9M |
| Q2 2026 | $26.8M |
| Q2 2026 | $350K |
| Q2 2026 | $1.9M |
| Q2 2026 | $3M |
| Q2 2026 | $1.9M |
| Q2 2026 | $237K |
| Q2 2026 | $21.7M |
| Q2 2026 | $3.3M |
| Q2 2026 | $749K |
| Q2 2026 | $2.5M |
| Q2 2026 | $2.5M |
| Q2 2026 | $146.5M |
| Q2 2026 | $7.7M |
| Q2 2026 | $6.9M |
| Q2 2026 | $3.9M |
| Q2 2026 | $19.2M |
| Q2 2026 | $36.8M |
| Q2 2026 | $12.3M |
| Q2 2026 | $2.3M |
| Q2 2026 | $48M |
| Q2 2026 | $30.7M |
| Q2 2026 | $32.1M |
| Q2 2026 | $3.1B |
| Q3 2026 | $1.3M |
| Q3 2026 | $736.4M |
| Q3 2026 | $35.1M |
| Q3 2026 | $15.8M |
| Q3 2026 | $16.8M |
| Q3 2026 | $2.9M |
| Q3 2026 | $478K |
| Q3 2026 | $953K |
| Q3 2026 | $2.1M |
| Q3 2026 | $2.5M |
| Q3 2026 | $10.7M |
| Q3 2026 | $23.5M |
| Q3 2026 | $21.8M |
| Q3 2026 | $1.4M |
| Q3 2026 | $4.1M |
| Q3 2026 | $330K |
| Q3 2026 | $1.6M |
| Q3 2026 | $201K |
| Q3 2026 | $16.7M |
| Q3 2026 | $773K |
| Q3 2026 | $2.9M |
| Q3 2026 | $13.9M |
| Q3 2026 | $89.7M |
| Q3 2026 | $8.9M |
| Q3 2026 | $2.4M |
| Q3 2026 | $2.1M |
| Q3 2026 | $757K |
| Q3 2026 | $3.1M |
| Q3 2026 | $1.5M |
| Q3 2026 | $2.1M |
| Q3 2026 | $28M |
| Q3 2026 | $334K |
| Q3 2026 | $1.2M |
| Q3 2026 | $3.6M |
| Q3 2026 | $2.6M |
| Q3 2026 | $849K |
| Q3 2026 | $22.3M |
| Q3 2026 | $236K |
| Q3 2026 | $3.4M |
| Q3 2026 | $761K |
| Q3 2026 | $2.5M |
| Q3 2026 | $925K |
| Q3 2026 | $4.7M |
| Q3 2026 | $157.5M |
| Q3 2026 | $7.7M |
| Q3 2026 | $6.6M |
| Q3 2026 | $3.4M |
| Q3 2026 | $18.4M |
| Q3 2026 | $36.5M |
| Q3 2026 | $12.4M |
| Q3 2026 | $2.2M |
| Q3 2026 | $66.1M |
| Q3 2026 | $33.6M |
| Q3 2026 | $30.5M |
| Q3 2026 | $3.2B |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2B | 8.92M | — | — |
| Q3 2026 | $30.5M | 107.1K | — | — |
| Q3 2026 | $33.6M | 155.3K | — | — |
| Q3 2026 | $66.1M | 733.6K | — | — |
| Q3 2026 | $2.2M | 9.7K | — | — |
| Q3 2026 | $12.4M | 35.3K | — | — |
| Q3 2026 | $36.5M | 465.2K | — | — |
| Q3 2026 | $18.4M | 79.6K | — | — |
| Q3 2026 | $3.4M | 38.0K | — | — |
| Q3 2026 | $6.6M | 22.5K | — | — |
| Q3 2026 | $7.7M | 39.6K | — | — |
| Q3 2026 | $157.5M | 224.7K | — | — |
| Q3 2026 | $4.7M | 100.0K | — | — |
| Q3 2026 | $925K | 9.7K | — | — |
| Q3 2026 | $2.5M | 32.6K | — | — |
| Q3 2026 | $761K | 2.2K | — | — |
| Q3 2026 | $3.4M | 31.7K | — | — |
| Q3 2026 | $236K | 4.2K | — | — |
| Q3 2026 | $22.3M | 172.8K | — | — |
| Q3 2026 | $849K | 2.5K | — | — |
| Q3 2026 | $2.6M | 33.9K | — | — |
| Q3 2026 | $3.6M | 62.3K | — | — |
| Q3 2026 | $1.2M | 6.5K | — | — |
| Q3 2026 | $334K | 1.5K | — | — |
| Q3 2026 | $28M | 222.6K | — | — |
| Q3 2026 | $2.1M | 6.4K | — | — |
| Q3 2026 | $1.5M | 11.2K | — | — |
| Q3 2026 | $3.1M | 18.1K | — | — |
| Q3 2026 | $757K | 3.5K | — | — |
| Q3 2026 | $2.1M | 5.8K | — | — |
| Q3 2026 | $2.4M | 27.6K | — | — |
| Q3 2026 | $8.9M | 150.0K | — | — |
| Q3 2026 | $89.7M | 1.08M | — | — |
| Q3 2026 | $13.9M | 88.3K | — | — |
| Q3 2026 | $2.9M | 18.9K | — | — |
| Q3 2026 | $773K | 18.2K | — | — |
| Q3 2026 | $16.7M | 220.7K | — | — |
| Q3 2026 | $201K | 4.3K | — | — |
| Q3 2026 | $1.6M | 31.5K | — | — |
| Q3 2026 | $330K | 4.5K | — | — |
| Q3 2026 | $4.1M | 43.5K | — | — |
| Q3 2026 | $1.4M | 14.2K | — | — |
| Q3 2026 | $21.8M | 140.4K | — | — |
| Q3 2026 | $23.5M | 332.6K | — | — |
| Q3 2026 | $10.7M | 152.8K | — | — |
| Q3 2026 | $2.5M | 32.9K | — | — |
| Q3 2026 | $2.1M | 20.9K | — | — |
| Q3 2026 | $953K | 8.7K | — | — |
| Q3 2026 | $478K | 2.2K | — | — |
| Q3 2026 | $2.9M | 34.1K | — | — |
| Q3 2026 | $16.8M | 59.5K | — | — |
| Q3 2026 | $15.8M | 98.3K | — | — |
| Q3 2026 | $35.1M | 378.8K | — | — |
| Q3 2026 | $736.4M | 8.76M | — | — |
| Q3 2026 | $1.3M | 50.8K | — | — |
| Q2 2026 | $3.1B | 8.76M | — | — |
| Q2 2026 | $32.1M | 105.9K | — | — |
| Q2 2026 | $30.7M | 141.0K | — | — |
| Q2 2026 | $48M | 557.7K | — | — |
| Q2 2026 | $2.3M | 9.3K | — | — |
| Q2 2026 | $12.3M | 35.7K | — | — |
| Q2 2026 | $36.8M | 456.3K | — | — |
| Q2 2026 | $19.2M | 79.2K | — | — |
| Q2 2026 | $3.9M | 40.7K | — | — |
| Q2 2026 | $6.9M | 22.7K | — | — |
| Q2 2026 | $7.7M | 39.2K | — | — |
| Q2 2026 | $146.5M | 213.3K | — | — |
| Q2 2026 | $2.5M | 48.6K | — | — |
| Q2 2026 | $2.5M | 30.8K | — | — |
| Q2 2026 | $749K | 2.2K | — | — |
| Q2 2026 | $3.3M | 31.1K | — | — |
| Q2 2026 | $21.7M | 169.6K | — | — |
| Q2 2026 | $237K | 715 | — | — |
| Q2 2026 | $1.9M | 24.4K | — | — |
| Q2 2026 | $3M | 51.4K | — | — |
| Q2 2026 | $1.9M | 10.3K | — | — |
| Q2 2026 | $350K | 1.5K | — | — |
| Q2 2026 | $26.8M | 223.8K | — | — |
| Q2 2026 | $1.9M | 5.4K | — | — |
| Q2 2026 | $1.5M | 11.1K | — | — |
| Q2 2026 | $2.2M | 14.5K | — | — |
| Q2 2026 | $800K | 3.5K | — | — |
| Q2 2026 | $2.3M | 5.7K | — | — |
| Q2 2026 | $1.5M | 16.9K | — | — |
| Q2 2026 | $7.3M | 121.5K | — | — |
| Q2 2026 | $95.4M | 1.14M | — | — |
| Q2 2026 | $13.9M | 88.4K | — | — |
| Q2 2026 | $2.9M | 18.9K | — | — |
| Q2 2026 | $516K | 11.5K | — | — |
| Q2 2026 | $974K | 12.9K | — | — |
| Q2 2026 | $1.7M | 34.6K | — | — |
| Q2 2026 | $345K | 4.5K | — | — |
| Q2 2026 | $3.6M | 38.9K | — | — |
| Q2 2026 | $513K | 5.2K | — | — |
| Q2 2026 | $14.6M | 92.4K | — | — |
| Q2 2026 | $22.1M | 309.6K | — | — |
| Q2 2026 | $10.6M | 144.0K | — | — |
| Q2 2026 | $3.7M | 47.0K | — | — |
| Q2 2026 | $1.8M | 18.3K | — | — |
| Q2 2026 | $1M | 8.7K | — | — |
| Q2 2026 | $377K | 1.7K | — | — |
| Q2 2026 | $2.7M | 32.2K | — | — |
| Q2 2026 | $16.2M | 59.4K | — | — |
| Q2 2026 | $16.1M | 98.3K | — | — |
| Q2 2026 | $33.3M | 379.1K | — | — |
| Q2 2026 | $707.5M | 8.36M | — | — |
| Q1 2026 | $2.7B | 8.73M | — | — |
| Q1 2026 | $23.9M | 91.1K | — | — |
| Q1 2026 | $13.8M | 70.4K | — | — |
| Q1 2026 | $35.3M | 80.8K | — | — |
| Q1 2026 | $1.9M | 9.3K | — | — |
| Q1 2026 | $13.1M | 44.0K | — | — |
| Q1 2026 | $32.6M | 113.6K | — | — |
| Q1 2026 | $13.8M | 63.6K | — | — |
| Q1 2026 | $3.8M | 42.9K | — | — |
| Q1 2026 | $5.8M | 22.7K | — | — |
| Q1 2026 | $6.6M | 35.9K | — | — |
| Q1 2026 | $117.7M | 197.0K | — | — |
| Q1 2026 | $1.7M | 34.6K | — | — |
| Q1 2026 | $743K | 9.0K | — | — |
| Q1 2026 | $211K | 2.8K | — | — |
| Q1 2026 | $333K | 1.1K | — | — |
| Q1 2026 | $2.9M | 31.1K | — | — |
| Q1 2026 | $18.7M | 170.8K | — | — |
| Q1 2026 | $205K | 711 | — | — |
| Q1 2026 | $2M | 25.8K | — | — |
| Q1 2026 | $4.4M | 74.7K | — | — |
| Q1 2026 | $2.2M | 12.2K | — | — |
| Q1 2026 | $344K | 1.5K | — | — |
| Q1 2026 | $20.3M | 29.1K | — | — |
| Q1 2026 | $1.7M | 5.4K | — | — |
| Q1 2026 | $1.3M | 11.2K | — | — |
| Q1 2026 | $2.3M | 13.5K | — | — |
| Q1 2026 | $812K | 3.6K | — | — |
| Q1 2026 | $2.1M | 5.7K | — | — |
| Q1 2026 | $1.4M | 16.6K | — | — |
| Q1 2026 | $6.1M | 112.1K | — | — |
| Q1 2026 | $76.8M | 1.02M | — | — |
| Q1 2026 | $14M | 101.4K | — | — |
| Q1 2026 | $1.1M | 7.3K | — | — |
| Q1 2026 | $309K | 7.0K | — | — |
| Q1 2026 | $2M | 39.6K | — | — |
| Q1 2026 | $3.2M | 36.1K | — | — |
| Q1 2026 | $418K | 4.4K | — | — |
| Q1 2026 | $13M | 88.0K | — | — |
| Q1 2026 | $18.9M | 295.1K | — | — |
| Q1 2026 | $3.3M | 45.2K | — | — |
| Q1 2026 | $3.4M | 43.3K | — | — |
| Q1 2026 | $2.2M | 21.4K | — | — |
| Q1 2026 | $882K | 8.7K | — | — |
| Q1 2026 | $611K | 1.5K | — | — |
| Q1 2026 | $14M | 59.4K | — | — |
| Q1 2026 | $14.2M | 97.7K | — | — |
| Q1 2026 | $27.8M | 75.7K | — | — |
| Q1 2026 | $618.3M | 8.06M | — | — |
| Q4 2025 | $2.8B | 8.65M | — | — |
| Q4 2025 | $22.2M | 86.0K | — | — |
| Q4 2025 | $11.3M | 59.0K | — | — |
| Q4 2025 | $37.4M | 76.6K | — | — |
| Q4 2025 | $1.9M | 9.3K | — | — |
| Q4 2025 | $14M | 44.3K | — | — |
| Q4 2025 | $33.6M | 115.7K | — | — |
| Q4 2025 | $13.6M | 64.3K | — | — |
| Q4 2025 | $5.9M | 67.1K | — | — |
| Q4 2025 | $6.7M | 23.9K | — | — |
| Q4 2025 | $6.4M | 35.9K | — | — |
| Q4 2025 | $121.6M | 193.9K | — | — |
| Q4 2025 | $1.5M | 30.1K | — | — |
| Q4 2025 | $617K | 7.4K | — | — |
| Q4 2025 | $348K | 1.1K | — | — |
| Q4 2025 | $2.9M | 30.9K | — | — |
| Q4 2025 | $20.6M | 169.3K | — | — |
| Q4 2025 | $233K | 776 | — | — |
| Q4 2025 | $2.6M | 32.1K | — | — |
| Q4 2025 | $5.5M | 93.1K | — | — |
| Q4 2025 | $2.2M | 11.5K | — | — |
| Q4 2025 | $324K | 1.6K | — | — |
| Q4 2025 | $22.1M | 29.3K | — | — |
| Q4 2025 | $1.6M | 5.4K | — | — |
| Q4 2025 | $1.5M | 11.2K | — | — |
| Q4 2025 | $1.5M | 12.3K | — | — |
| Q4 2025 | $770K | 3.6K | — | — |
| Q4 2025 | $2.2M | 5.6K | — | — |
| Q4 2025 | $1.2M | 14.1K | — | — |
| Q4 2025 | $5.2M | 96.8K | — | — |
| Q4 2025 | $75.5M | 1.03M | — | — |
| Q4 2025 | $14.3M | 101.4K | — | — |
| Q4 2025 | $433K | 3.0K | — | — |
| Q4 2025 | $319K | 7.0K | — | — |
| Q4 2025 | $268K | 5.5K | — | — |
| Q4 2025 | $2.2M | 44.3K | — | — |
| Q4 2025 | $3.6M | 39.1K | — | — |
| Q4 2025 | $424K | 4.7K | — | — |
| Q4 2025 | $13.6M | 95.0K | — | — |
| Q4 2025 | $15.7M | 251.8K | — | — |
| Q4 2025 | $3M | 41.1K | — | — |
| Q4 2025 | $4M | 50.8K | — | — |
| Q4 2025 | $2.1M | 20.3K | — | — |
| Q4 2025 | $1M | 10.5K | — | — |
| Q4 2025 | $379K | 853 | — | — |
| Q4 2025 | $14.9M | 59.4K | — | — |
| Q4 2025 | $13.8M | 97.7K | — | — |
| Q4 2025 | $31M | 75.1K | — | — |
| Q4 2025 | $570.8M | 7.61M | — | — |