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Insight Wealth Partners, LLC → VGES

Insight Wealth Partners, LLC VGES Position History

VGES

Quarters held
14
Latest value
$20.3M
Q3 2026
Peak value
$23.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$255K
Q3 2025$2.6M
Q3 2025$23.5M
Q4 2025$241K
Q4 2025$2.6M
Q4 2025$23.1M
Q1 2026$2.3M
Q1 2026$22.6M
Q2 2026$1.7M
Q2 2026$22.9M
Q3 2026$247K
Q3 2026$251K
Q3 2026$1.7M
Q3 2026$20.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$20.3M258.8K——
Q3 2026$1.7M21.5K——
Q3 2026$251K3.6K——
Q3 2026$247K9.9K——
Q2 2026$22.9M277.4K——
Q2 2026$1.7M21.9K——
Q1 2026$22.6M272.8K——
Q1 2026$2.3M29.4K——
Q4 2025$23.1M275.9K——
Q4 2025$2.6M32.4K——
Q4 2025$241K3.2K——
Q3 2025$23.5M279.1K——
Q3 2025$2.6M32.6K——
Q3 2025$255K3.4K——

Other funds holding VGES

Other Insight Wealth Partners, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$449.4M
BLK

ISHARES TR

$15.2M
BLK

ISHARES TR

$14.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$14M
BLK

ISHARES TR

$13.6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$13.6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$13.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$12.1M