Back to VGES
INVENIO WEALTH PARTNERS LLC → VGES
INVENIO WEALTH PARTNERS LLC VGES Position History
VGES
Quarters held
13
Latest value
$18.6M
Q3 2026
Peak value
$18.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.8M |
| Q3 2025 | $300K |
| Q3 2025 | $16.7M |
| Q4 2025 | $1.8M |
| Q4 2025 | $319K |
| Q4 2025 | $15.9M |
| Q1 2026 | $1.8M |
| Q1 2026 | $328K |
| Q1 2026 | $16.3M |
| Q2 2026 | $364K |
| Q2 2026 | $18.2M |
| Q3 2026 | $361K |
| Q3 2026 | $18.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.6M | 26.5K | — | — |
| Q3 2026 | $361K | 5.1K | — | — |
| Q2 2026 | $18.2M | 26.6K | — | — |
| Q2 2026 | $364K | 5.1K | — | — |
| Q1 2026 | $16.3M | 27.2K | — | — |
| Q1 2026 | $328K | 5.1K | — | — |
| Q1 2026 | $1.8M | 23.9K | — | — |
| Q4 2025 | $15.9M | 25.4K | — | — |
| Q4 2025 | $319K | 5.1K | — | — |
| Q4 2025 | $1.8M | 23.0K | — | — |
| Q3 2025 | $16.7M | 27.2K | — | — |
| Q3 2025 | $300K | 5.0K | — | — |
| Q3 2025 | $1.8M | 23.3K | — | — |
Other funds holding VGES
Other INVENIO WEALTH PARTNERS LLC positions
ETHA
$25.1MISHARES MSCI INTL VALUE FACTOR ETF
ETHA
$24.4MISHARES MSCI INTL VALUE FACTOR ETF
ETHA
$23MISHARES MSCI INTL VALUE FACTOR ETF
SCHW-PJ
$22.4MSCHWAB U.S. LARGE-CAP GROWTH ETF
SCHW-PJ
$22.4MSCHWAB U.S. LARGE-CAP GROWTH ETF
SCHW-PJ
$22.2MSCHWAB U.S. LARGE-CAP GROWTH ETF
SCHW-PJ
$22.1MSCHWAB U.S. LARGE-CAP GROWTH ETF
JPM-PM
$20.7MJPMORGAN MUNICIPAL ETF