Back to VGES
MISSION WEALTH MANAGEMENT, LP → VGES
MISSION WEALTH MANAGEMENT, LP VGES Position History
VGES
Quarters held
233
Latest value
$173.8M
Q3 2026
Peak value
$678.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5M |
| Q3 2025 | $10.5M |
| Q3 2025 | $3.2M |
| Q3 2025 | $1.6M |
| Q3 2025 | $847K |
| Q3 2025 | $15.3M |
| Q3 2025 | $78.3M |
| Q3 2025 | $7.3M |
| Q3 2025 | $381K |
| Q3 2025 | $2.6M |
| Q3 2025 | $3.3M |
| Q3 2025 | $2.7M |
| Q3 2025 | $1.2M |
| Q3 2025 | $2.5M |
| Q3 2025 | $19.4M |
| Q3 2025 | $616K |
| Q3 2025 | $811K |
| Q3 2025 | $1.2M |
| Q3 2025 | $1.4M |
| Q3 2025 | $1.8M |
| Q3 2025 | $688K |
| Q3 2025 | $5.7M |
| Q3 2025 | $253K |
| Q3 2025 | $550K |
| Q3 2025 | $400K |
| Q3 2025 | $231K |
| Q3 2025 | $12.9M |
| Q3 2025 | $6.9M |
| Q3 2025 | $954K |
| Q3 2025 | $1.3M |
| Q3 2025 | $10.3M |
| Q3 2025 | $489K |
| Q3 2025 | $607K |
| Q3 2025 | $9.5M |
| Q3 2025 | $3.1M |
| Q3 2025 | $1.1M |
| Q3 2025 | $5.7M |
| Q3 2025 | $490.6M |
| Q3 2025 | $448.3M |
| Q3 2025 | $283.9M |
| Q3 2025 | $114M |
| Q4 2025 | $4.8M |
| Q4 2025 | $10.7M |
| Q4 2025 | $4M |
| Q4 2025 | $1.6M |
| Q4 2025 | $872K |
| Q4 2025 | $1.2M |
| Q4 2025 | $7.8M |
| Q4 2025 | $79.4M |
| Q4 2025 | $7.1M |
| Q4 2025 | $374K |
| Q4 2025 | $2.7M |
| Q4 2025 | $259K |
| Q4 2025 | $3.2M |
| Q4 2025 | $2.6M |
| Q4 2025 | $1.3M |
| Q4 2025 | $2.5M |
| Q4 2025 | $19.2M |
| Q4 2025 | $629K |
| Q4 2025 | $831K |
| Q4 2025 | $1.1M |
| Q4 2025 | $1.4M |
| Q4 2025 | $1.4M |
| Q4 2025 | $659K |
| Q4 2025 | $5.2M |
| Q4 2025 | $256K |
| Q4 2025 | $542K |
| Q4 2025 | $407K |
| Q4 2025 | $231K |
| Q4 2025 | $1.3M |
| Q4 2025 | $12.9M |
| Q4 2025 | $7.1M |
| Q4 2025 | $921K |
| Q4 2025 | $914K |
| Q4 2025 | $10.8M |
| Q4 2025 | $435K |
| Q4 2025 | $361K |
| Q4 2025 | $8.2M |
| Q4 2025 | $2.8M |
| Q4 2025 | $1.6M |
| Q4 2025 | $5.6M |
| Q4 2025 | $478.7M |
| Q4 2025 | $459.3M |
| Q4 2025 | $289.8M |
| Q4 2025 | $110M |
| Q1 2026 | $5.2M |
| Q1 2026 | $10.5M |
| Q1 2026 | $2.8M |
| Q1 2026 | $1.4M |
| Q1 2026 | $820K |
| Q1 2026 | $618K |
| Q1 2026 | $10.6M |
| Q1 2026 | $9.1M |
| Q1 2026 | $7.4M |
| Q1 2026 | $78.2M |
| Q1 2026 | $6.7M |
| Q1 2026 | $391K |
| Q1 2026 | $2.7M |
| Q1 2026 | $603K |
| Q1 2026 | $251K |
| Q1 2026 | $3.1M |
| Q1 2026 | $2.6M |
| Q1 2026 | $1.3M |
| Q1 2026 | $2.9M |
| Q1 2026 | $19M |
| Q1 2026 | $574K |
| Q1 2026 | $761K |
| Q1 2026 | $1.1M |
| Q1 2026 | $1.9M |
| Q1 2026 | $1.3M |
| Q1 2026 | $650K |
| Q1 2026 | $4M |
| Q1 2026 | $278K |
| Q1 2026 | $581K |
| Q1 2026 | $394K |
| Q1 2026 | $226K |
| Q1 2026 | $1.9M |
| Q1 2026 | $11.4M |
| Q1 2026 | $553K |
| Q1 2026 | $7.1M |
| Q1 2026 | $845K |
| Q1 2026 | $877K |
| Q1 2026 | $11.2M |
| Q1 2026 | $441K |
| Q1 2026 | $333K |
| Q1 2026 | $7.6M |
| Q1 2026 | $2.6M |
| Q1 2026 | $1.4M |
| Q1 2026 | $5.3M |
| Q1 2026 | $431M |
| Q1 2026 | $471.5M |
| Q1 2026 | $294.7M |
| Q1 2026 | $108.6M |
| Q2 2026 | $10.1M |
| Q2 2026 | $13.9M |
| Q2 2026 | $6.4M |
| Q2 2026 | $4.3M |
| Q2 2026 | $350K |
| Q2 2026 | $956K |
| Q2 2026 | $907K |
| Q2 2026 | $10M |
| Q2 2026 | $9M |
| Q2 2026 | $7.3M |
| Q2 2026 | $94.4M |
| Q2 2026 | $14.3M |
| Q2 2026 | $11M |
| Q2 2026 | $1.6M |
| Q2 2026 | $3.1M |
| Q2 2026 | $833K |
| Q2 2026 | $483K |
| Q2 2026 | $3.6M |
| Q2 2026 | $2.9M |
| Q2 2026 | $2M |
| Q2 2026 | $9.2M |
| Q2 2026 | $22.7M |
| Q2 2026 | $671K |
| Q2 2026 | $1.5M |
| Q2 2026 | $1.4M |
| Q2 2026 | $3.1M |
| Q2 2026 | $1.9M |
| Q2 2026 | $1M |
| Q2 2026 | $13.8M |
| Q2 2026 | $541K |
| Q2 2026 | $855K |
| Q2 2026 | $691K |
| Q2 2026 | $234K |
| Q2 2026 | $1.1M |
| Q2 2026 | $15.3M |
| Q2 2026 | $604K |
| Q2 2026 | $9.1M |
| Q2 2026 | $866K |
| Q2 2026 | $1.3M |
| Q2 2026 | $29.3M |
| Q2 2026 | $673K |
| Q2 2026 | $906K |
| Q2 2026 | $9M |
| Q2 2026 | $5.2M |
| Q2 2026 | $2.9M |
| Q2 2026 | $6.2M |
| Q2 2026 | $396K |
| Q2 2026 | $649.2M |
| Q2 2026 | $678.1M |
| Q2 2026 | $448.3M |
| Q2 2026 | $185.8M |
| Q3 2026 | $4.2M |
| Q3 2026 | $10.9M |
| Q3 2026 | $4M |
| Q3 2026 | $4.3M |
| Q3 2026 | $980K |
| Q3 2026 | $1.2M |
| Q3 2026 | $10.8M |
| Q3 2026 | $11.2M |
| Q3 2026 | $4.6M |
| Q3 2026 | $79.4M |
| Q3 2026 | $13.9M |
| Q3 2026 | $9.9M |
| Q3 2026 | $222K |
| Q3 2026 | $2.7M |
| Q3 2026 | $1.1M |
| Q3 2026 | $5.1M |
| Q3 2026 | $235K |
| Q3 2026 | $3.1M |
| Q3 2026 | $2.6M |
| Q3 2026 | $1.4M |
| Q3 2026 | $8.6M |
| Q3 2026 | $20.5M |
| Q3 2026 | $668K |
| Q3 2026 | $815K |
| Q3 2026 | $1M |
| Q3 2026 | $2.8M |
| Q3 2026 | $1.4M |
| Q3 2026 | $682K |
| Q3 2026 | $10.7M |
| Q3 2026 | $461K |
| Q3 2026 | $490K |
| Q3 2026 | $526K |
| Q3 2026 | $12.1M |
| Q3 2026 | $526K |
| Q3 2026 | $7.1M |
| Q3 2026 | $657K |
| Q3 2026 | $4.6M |
| Q3 2026 | $16.2M |
| Q3 2026 | $653K |
| Q3 2026 | $484K |
| Q3 2026 | $7.7M |
| Q3 2026 | $4M |
| Q3 2026 | $2M |
| Q3 2026 | $6.1M |
| Q3 2026 | $339K |
| Q3 2026 | $519.5M |
| Q3 2026 | $508.9M |
| Q3 2026 | $314.6M |
| Q3 2026 | $173.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $173.8M | 464.3K | — | — |
| Q3 2026 | $314.6M | 1.11M | — | — |
| Q3 2026 | $508.9M | 2.36M | — | — |
| Q3 2026 | $519.5M | 5.77M | — | — |
| Q3 2026 | $339K | 1.5K | — | — |
| Q3 2026 | $6.1M | 17.3K | — | — |
| Q3 2026 | $2M | 25.1K | — | — |
| Q3 2026 | $4M | 17.5K | — | — |
| Q3 2026 | $7.7M | 85.4K | — | — |
| Q3 2026 | $484K | 1.7K | — | — |
| Q3 2026 | $653K | 3.3K | — | — |
| Q3 2026 | $16.2M | 23.1K | — | — |
| Q3 2026 | $4.6M | 97.0K | — | — |
| Q3 2026 | $657K | 8.4K | — | — |
| Q3 2026 | $7.1M | 65.7K | — | — |
| Q3 2026 | $526K | 9.3K | — | — |
| Q3 2026 | $12.1M | 93.5K | — | — |
| Q3 2026 | $526K | 2.8K | — | — |
| Q3 2026 | $490K | 2.9K | — | — |
| Q3 2026 | $461K | 2.1K | — | — |
| Q3 2026 | $10.7M | 84.8K | — | — |
| Q3 2026 | $682K | 2.1K | — | — |
| Q3 2026 | $1.4M | 10.5K | — | — |
| Q3 2026 | $2.8M | 16.4K | — | — |
| Q3 2026 | $1M | 4.7K | — | — |
| Q3 2026 | $815K | 2.2K | — | — |
| Q3 2026 | $668K | 7.7K | — | — |
| Q3 2026 | $20.5M | 345.6K | — | — |
| Q3 2026 | $8.6M | 103.7K | — | — |
| Q3 2026 | $1.4M | 9.0K | — | — |
| Q3 2026 | $2.6M | 16.8K | — | — |
| Q3 2026 | $3.1M | 72.4K | — | — |
| Q3 2026 | $235K | 5.0K | — | — |
| Q3 2026 | $5.1M | 53.9K | — | — |
| Q3 2026 | $1.1M | 22.0K | — | — |
| Q3 2026 | $2.7M | 43.4K | — | — |
| Q3 2026 | $222K | 2.4K | — | — |
| Q3 2026 | $9.9M | 98.1K | — | — |
| Q3 2026 | $13.9M | 89.3K | — | — |
| Q3 2026 | $79.4M | 1.12M | — | — |
| Q3 2026 | $4.6M | 66.2K | — | — |
| Q3 2026 | $11.2M | 146.4K | — | — |
| Q3 2026 | $10.8M | 148.6K | — | — |
| Q3 2026 | $1.2M | 14.6K | — | — |
| Q3 2026 | $980K | 3.5K | — | — |
| Q3 2026 | $4.3M | 46.1K | — | — |
| Q3 2026 | $4M | 29.3K | — | — |
| Q3 2026 | $10.9M | 133.9K | — | — |
| Q3 2026 | $4.2M | 49.0K | — | — |
| Q2 2026 | $185.8M | 502.1K | — | — |
| Q2 2026 | $448.3M | 1.48M | — | — |
| Q2 2026 | $678.1M | 3.11M | — | — |
| Q2 2026 | $649.2M | 7.54M | — | — |
| Q2 2026 | $396K | 1.6K | — | — |
| Q2 2026 | $6.2M | 17.9K | — | — |
| Q2 2026 | $2.9M | 36.5K | — | — |
| Q2 2026 | $5.2M | 21.5K | — | — |
| Q2 2026 | $9M | 93.8K | — | — |
| Q2 2026 | $906K | 3.0K | — | — |
| Q2 2026 | $673K | 3.4K | — | — |
| Q2 2026 | $29.3M | 42.7K | — | — |
| Q2 2026 | $1.3M | 26.6K | — | — |
| Q2 2026 | $866K | 10.5K | — | — |
| Q2 2026 | $9.1M | 85.4K | — | — |
| Q2 2026 | $604K | 10.2K | — | — |
| Q2 2026 | $15.3M | 119.5K | — | — |
| Q2 2026 | $1.1M | 14.3K | — | — |
| Q2 2026 | $234K | 4.0K | — | — |
| Q2 2026 | $691K | 3.8K | — | — |
| Q2 2026 | $855K | 4.4K | — | — |
| Q2 2026 | $541K | 2.4K | — | — |
| Q2 2026 | $13.8M | 115.1K | — | — |
| Q2 2026 | $1M | 2.8K | — | — |
| Q2 2026 | $1.9M | 14.5K | — | — |
| Q2 2026 | $3.1M | 20.7K | — | — |
| Q2 2026 | $1.4M | 6.0K | — | — |
| Q2 2026 | $1.5M | 3.7K | — | — |
| Q2 2026 | $671K | 7.6K | — | — |
| Q2 2026 | $22.7M | 379.7K | — | — |
| Q2 2026 | $9.2M | 110.4K | — | — |
| Q2 2026 | $2M | 13.0K | — | — |
| Q2 2026 | $2.9M | 18.9K | — | — |
| Q2 2026 | $3.6M | 80.1K | — | — |
| Q2 2026 | $483K | 10.0K | — | — |
| Q2 2026 | $833K | 16.6K | — | — |
| Q2 2026 | $3.1M | 46.5K | — | — |
| Q2 2026 | $1.6M | 17.0K | — | — |
| Q2 2026 | $11M | 112.1K | — | — |
| Q2 2026 | $14.3M | 90.3K | — | — |
| Q2 2026 | $94.4M | 1.33M | — | — |
| Q2 2026 | $7.3M | 99.8K | — | — |
| Q2 2026 | $9M | 115.9K | — | — |
| Q2 2026 | $10M | 130.5K | — | — |
| Q2 2026 | $907K | 11.0K | — | — |
| Q2 2026 | $956K | 3.5K | — | — |
| Q2 2026 | $350K | 2.1K | — | — |
| Q2 2026 | $4.3M | 49.4K | — | — |
| Q2 2026 | $6.4M | 48.5K | — | — |
| Q2 2026 | $13.9M | 169.3K | — | — |
| Q2 2026 | $10.1M | 118.1K | — | — |
| Q1 2026 | $108.6M | 338.5K | — | — |
| Q1 2026 | $294.7M | 1.13M | — | — |
| Q1 2026 | $471.5M | 2.40M | — | — |
| Q1 2026 | $431M | 986.8K | — | — |
| Q1 2026 | $5.3M | 17.9K | — | — |
| Q1 2026 | $1.4M | 5.0K | — | — |
| Q1 2026 | $2.6M | 12.2K | — | — |
| Q1 2026 | $7.6M | 85.3K | — | — |
| Q1 2026 | $333K | 1.3K | — | — |
| Q1 2026 | $441K | 2.4K | — | — |
| Q1 2026 | $11.2M | 18.7K | — | — |
| Q1 2026 | $877K | 17.6K | — | — |
| Q1 2026 | $845K | 10.2K | — | — |
| Q1 2026 | $7.1M | 75.2K | — | — |
| Q1 2026 | $553K | 9.3K | — | — |
| Q1 2026 | $11.4M | 103.7K | — | — |
| Q1 2026 | $1.9M | 24.0K | — | — |
| Q1 2026 | $226K | 3.9K | — | — |
| Q1 2026 | $394K | 2.2K | — | — |
| Q1 2026 | $581K | 2.9K | — | — |
| Q1 2026 | $278K | 1.2K | — | — |
| Q1 2026 | $4M | 5.8K | — | — |
| Q1 2026 | $650K | 2.1K | — | — |
| Q1 2026 | $1.3M | 10.9K | — | — |
| Q1 2026 | $1.9M | 11.1K | — | — |
| Q1 2026 | $1.1M | 4.9K | — | — |
| Q1 2026 | $761K | 2.1K | — | — |
| Q1 2026 | $574K | 7.0K | — | — |
| Q1 2026 | $19M | 351.4K | — | — |
| Q1 2026 | $2.9M | 39.1K | — | — |
| Q1 2026 | $1.3M | 9.2K | — | — |
| Q1 2026 | $2.6M | 17.8K | — | — |
| Q1 2026 | $3.1M | 70.4K | — | — |
| Q1 2026 | $251K | 5.2K | — | — |
| Q1 2026 | $603K | 12.1K | — | — |
| Q1 2026 | $2.7M | 40.9K | — | — |
| Q1 2026 | $391K | 4.2K | — | — |
| Q1 2026 | $6.7M | 45.2K | — | — |
| Q1 2026 | $78.2M | 1.22M | — | — |
| Q1 2026 | $7.4M | 100.7K | — | — |
| Q1 2026 | $9.1M | 115.7K | — | — |
| Q1 2026 | $10.6M | 137.1K | — | — |
| Q1 2026 | $618K | 1.5K | — | — |
| Q1 2026 | $820K | 3.5K | — | — |
| Q1 2026 | $1.4M | 3.7K | — | — |
| Q1 2026 | $2.8M | 24.8K | — | — |
| Q1 2026 | $10.5M | 146.7K | — | — |
| Q1 2026 | $5.2M | 67.7K | — | — |
| Q4 2025 | $110M | 328.1K | — | — |
| Q4 2025 | $289.8M | 1.12M | — | — |
| Q4 2025 | $459.3M | 2.40M | — | — |
| Q4 2025 | $478.7M | 981.2K | — | — |
| Q4 2025 | $5.6M | 17.8K | — | — |
| Q4 2025 | $1.6M | 5.5K | — | — |
| Q4 2025 | $2.8M | 13.2K | — | — |
| Q4 2025 | $8.2M | 92.7K | — | — |
| Q4 2025 | $361K | 1.3K | — | — |
| Q4 2025 | $435K | 2.5K | — | — |
| Q4 2025 | $10.8M | 17.2K | — | — |
| Q4 2025 | $914K | 18.2K | — | — |
| Q4 2025 | $921K | 11.0K | — | — |
| Q4 2025 | $7.1M | 76.5K | — | — |
| Q4 2025 | $12.9M | 106.2K | — | — |
| Q4 2025 | $1.3M | 16.0K | — | — |
| Q4 2025 | $231K | 3.9K | — | — |
| Q4 2025 | $407K | 2.1K | — | — |
| Q4 2025 | $542K | 2.9K | — | — |
| Q4 2025 | $256K | 1.2K | — | — |
| Q4 2025 | $5.2M | 6.9K | — | — |
| Q4 2025 | $659K | 2.2K | — | — |
| Q4 2025 | $1.4M | 10.7K | — | — |
| Q4 2025 | $1.4M | 11.1K | — | — |
| Q4 2025 | $1.1M | 5.3K | — | — |
| Q4 2025 | $831K | 2.1K | — | — |
| Q4 2025 | $629K | 7.5K | — | — |
| Q4 2025 | $19.2M | 356.5K | — | — |
| Q4 2025 | $2.5M | 34.2K | — | — |
| Q4 2025 | $1.3M | 9.0K | — | — |
| Q4 2025 | $2.6M | 18.1K | — | — |
| Q4 2025 | $3.2M | 70.1K | — | — |
| Q4 2025 | $259K | 5.4K | — | — |
| Q4 2025 | $2.7M | 40.5K | — | — |
| Q4 2025 | $374K | 4.2K | — | — |
| Q4 2025 | $7.1M | 49.6K | — | — |
| Q4 2025 | $79.4M | 1.27M | — | — |
| Q4 2025 | $7.8M | 104.7K | — | — |
| Q4 2025 | $1.2M | 2.7K | — | — |
| Q4 2025 | $872K | 3.5K | — | — |
| Q4 2025 | $1.6M | 3.9K | — | — |
| Q4 2025 | $4M | 32.7K | — | — |
| Q4 2025 | $10.7M | 149.8K | — | — |
| Q4 2025 | $4.8M | 63.6K | — | — |
| Q3 2025 | $114M | 347.4K | — | — |
| Q3 2025 | $283.9M | 1.12M | — | — |
| Q3 2025 | $448.3M | 2.40M | — | — |
| Q3 2025 | $490.6M | 1.02M | — | — |
| Q3 2025 | $5.7M | 18.6K | — | — |
| Q3 2025 | $1.1M | 3.8K | — | — |
| Q3 2025 | $3.1M | 15.1K | — | — |
| Q3 2025 | $9.5M | 104.0K | — | — |
| Q3 2025 | $607K | 2.1K | — | — |
| Q3 2025 | $489K | 2.8K | — | — |
| Q3 2025 | $10.3M | 16.8K | — | — |
| Q3 2025 | $1.3M | 26.2K | — | — |
| Q3 2025 | $954K | 11.3K | — | — |
| Q3 2025 | $6.9M | 77.6K | — | — |
| Q3 2025 | $12.9M | 107.2K | — | — |
| Q3 2025 | $231K | 3.9K | — | — |
| Q3 2025 | $400K | 2.1K | — | — |
| Q3 2025 | $550K | 2.9K | — | — |
| Q3 2025 | $253K | 1.2K | — | — |
| Q3 2025 | $5.7M | 7.7K | — | — |
| Q3 2025 | $688K | 2.3K | — | — |
| Q3 2025 | $1.8M | 13.7K | — | — |
| Q3 2025 | $1.4M | 11.3K | — | — |
| Q3 2025 | $1.2M | 5.6K | — | — |
| Q3 2025 | $811K | 2.0K | — | — |
| Q3 2025 | $616K | 7.7K | — | — |
| Q3 2025 | $19.4M | 357.2K | — | — |
| Q3 2025 | $2.5M | 35.0K | — | — |
| Q3 2025 | $1.2M | 9.0K | — | — |
| Q3 2025 | $2.7M | 19.0K | — | — |
| Q3 2025 | $3.3M | 69.2K | — | — |
| Q3 2025 | $2.6M | 39.1K | — | — |
| Q3 2025 | $381K | 4.5K | — | — |
| Q3 2025 | $7.3M | 51.9K | — | — |
| Q3 2025 | $78.3M | 1.31M | — | — |
| Q3 2025 | $15.3M | 205.4K | — | — |
| Q3 2025 | $847K | 3.5K | — | — |
| Q3 2025 | $1.6M | 3.9K | — | — |
| Q3 2025 | $3.2M | 26.7K | — | — |
| Q3 2025 | $10.5M | 151.1K | — | — |
| Q3 2025 | $5M | 68.1K | — | — |