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Horizon Wealth Management, LLC → VGES

Horizon Wealth Management, LLC VGES Position History

VGES

Quarters held
18
Latest value
$31.9M
Q3 2026
Peak value
$31.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$214K
Q3 2025$421K
Q3 2025$26.1M
Q4 2025$219K
Q4 2025$432K
Q4 2025$27.2M
Q1 2026$287K
Q1 2026$208K
Q1 2026$443K
Q1 2026$27.5M
Q2 2026$330K
Q2 2026$239K
Q2 2026$493K
Q2 2026$31.7M
Q3 2026$338K
Q3 2026$245K
Q3 2026$494K
Q3 2026$31.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$31.9M85.3K——
Q3 2026$494K2.3K——
Q3 2026$245K695——
Q3 2026$338K482——
Q2 2026$31.7M85.6K——
Q2 2026$493K2.3K——
Q2 2026$239K695——
Q2 2026$330K481——
Q1 2026$27.5M85.7K——
Q1 2026$443K2.3K——
Q1 2026$208K695——
Q1 2026$287K480——
Q4 2025$27.2M81.2K——
Q4 2025$432K2.3K——
Q4 2025$219K695——
Q3 2025$26.1M79.5K——
Q3 2025$421K2.3K——
Q3 2025$214K695——

Other funds holding VGES

Other Horizon Wealth Management, LLC positions

ETHA

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$87.7M
PDI

PIMCO ETF TR

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ETHA

ISHARES TR

$56.9M
PDI

PIMCO ETF TR

$56.8M
STT-PG

SELECT SECTOR SPDR TR

$55.5M
ETHA

ISHARES TR

$51.8M
STT-PG

SELECT SECTOR SPDR TR

$49.3M
IVZ

INVESCO EXCHANGE TRADED FD T

$48.6M