Back to VGES
Obermeyer Wealth Partners → VGES
Obermeyer Wealth Partners VGES Position History
VGES
Quarters held
97
Latest value
$291.4M
Q3 2026
Peak value
$291.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $312K |
| Q3 2025 | $360K |
| Q3 2025 | $10.9M |
| Q3 2025 | $2.6M |
| Q3 2025 | $880K |
| Q3 2025 | $208K |
| Q3 2025 | $946K |
| Q3 2025 | $12.6M |
| Q3 2025 | $418K |
| Q3 2025 | $92.7M |
| Q3 2025 | $243K |
| Q3 2025 | $3.2M |
| Q3 2025 | $250K |
| Q3 2025 | $1.8M |
| Q3 2025 | $1.4M |
| Q3 2025 | $587K |
| Q3 2025 | $35.1M |
| Q4 2025 | $1.1M |
| Q4 2025 | $339K |
| Q4 2025 | $432K |
| Q4 2025 | $14.1M |
| Q4 2025 | $2.8M |
| Q4 2025 | $4.5M |
| Q4 2025 | $851K |
| Q4 2025 | $336K |
| Q4 2025 | $943K |
| Q4 2025 | $14.1M |
| Q4 2025 | $416K |
| Q4 2025 | $97.5M |
| Q4 2025 | $240K |
| Q4 2025 | $3.3M |
| Q4 2025 | $474K |
| Q4 2025 | $2M |
| Q4 2025 | $1.3M |
| Q4 2025 | $548K |
| Q4 2025 | $64.5M |
| Q1 2026 | $58.8M |
| Q1 2026 | $314K |
| Q1 2026 | $429K |
| Q1 2026 | $15.5M |
| Q1 2026 | $2.8M |
| Q1 2026 | $3.9M |
| Q1 2026 | $807K |
| Q1 2026 | $304K |
| Q1 2026 | $937K |
| Q1 2026 | $17.9M |
| Q1 2026 | $411K |
| Q1 2026 | $94.4M |
| Q1 2026 | $238K |
| Q1 2026 | $3.1M |
| Q1 2026 | $467K |
| Q1 2026 | $1.9M |
| Q1 2026 | $1.5M |
| Q1 2026 | $594K |
| Q1 2026 | $193.1M |
| Q2 2026 | $97.8M |
| Q2 2026 | $370K |
| Q2 2026 | $425K |
| Q2 2026 | $7.7M |
| Q2 2026 | $3M |
| Q2 2026 | $2.4M |
| Q2 2026 | $893K |
| Q2 2026 | $417K |
| Q2 2026 | $941K |
| Q2 2026 | $19.6M |
| Q2 2026 | $408K |
| Q2 2026 | $109.7M |
| Q2 2026 | $233K |
| Q2 2026 | $266K |
| Q2 2026 | $267K |
| Q2 2026 | $3.6M |
| Q2 2026 | $535K |
| Q2 2026 | $2.2M |
| Q2 2026 | $1.6M |
| Q2 2026 | $644K |
| Q2 2026 | $267.9M |
| Q3 2026 | $103.5M |
| Q3 2026 | $379K |
| Q3 2026 | $252K |
| Q3 2026 | $7.7M |
| Q3 2026 | $3M |
| Q3 2026 | $2.3M |
| Q3 2026 | $889K |
| Q3 2026 | $450K |
| Q3 2026 | $1.7M |
| Q3 2026 | $920K |
| Q3 2026 | $18.7M |
| Q3 2026 | $102.8M |
| Q3 2026 | $219K |
| Q3 2026 | $237K |
| Q3 2026 | $260K |
| Q3 2026 | $3.8M |
| Q3 2026 | $504K |
| Q3 2026 | $2.3M |
| Q3 2026 | $1.6M |
| Q3 2026 | $605K |
| Q3 2026 | $291.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $291.4M | 778.5K | — | — |
| Q3 2026 | $605K | 2.1K | — | — |
| Q3 2026 | $1.6M | 7.3K | — | — |
| Q3 2026 | $2.3M | 25.7K | — | — |
| Q3 2026 | $504K | 2.2K | — | — |
| Q3 2026 | $3.8M | 10.7K | — | — |
| Q3 2026 | $260K | 3.3K | — | — |
| Q3 2026 | $237K | 1.0K | — | — |
| Q3 2026 | $219K | 1.1K | — | — |
| Q3 2026 | $102.8M | 146.6K | — | — |
| Q3 2026 | $18.7M | 372.3K | — | — |
| Q3 2026 | $920K | 11.9K | — | — |
| Q3 2026 | $1.7M | 29.4K | — | — |
| Q3 2026 | $450K | 3.6K | — | — |
| Q3 2026 | $889K | 15.0K | — | — |
| Q3 2026 | $2.3M | 30.7K | — | — |
| Q3 2026 | $3M | 19.2K | — | — |
| Q3 2026 | $7.7M | 108.5K | — | — |
| Q3 2026 | $252K | 3.6K | — | — |
| Q3 2026 | $379K | 2.8K | — | — |
| Q3 2026 | $103.5M | 1.22M | — | — |
| Q2 2026 | $267.9M | 724.0K | — | — |
| Q2 2026 | $644K | 2.1K | — | — |
| Q2 2026 | $1.6M | 7.4K | — | — |
| Q2 2026 | $2.2M | 25.7K | — | — |
| Q2 2026 | $535K | 2.2K | — | — |
| Q2 2026 | $3.6M | 10.5K | — | — |
| Q2 2026 | $267K | 3.3K | — | — |
| Q2 2026 | $266K | 1.1K | — | — |
| Q2 2026 | $233K | 1.2K | — | — |
| Q2 2026 | $109.7M | 159.8K | — | — |
| Q2 2026 | $408K | 4.9K | — | — |
| Q2 2026 | $19.6M | 356.0K | — | — |
| Q2 2026 | $941K | 11.9K | — | — |
| Q2 2026 | $417K | 3.5K | — | — |
| Q2 2026 | $893K | 15.0K | — | — |
| Q2 2026 | $2.4M | 31.1K | — | — |
| Q2 2026 | $3M | 19.2K | — | — |
| Q2 2026 | $7.7M | 108.5K | — | — |
| Q2 2026 | $425K | 5.8K | — | — |
| Q2 2026 | $370K | 2.8K | — | — |
| Q2 2026 | $97.8M | 1.14M | — | — |
| Q1 2026 | $193.1M | 601.8K | — | — |
| Q1 2026 | $594K | 2.3K | — | — |
| Q1 2026 | $1.5M | 7.5K | — | — |
| Q1 2026 | $1.9M | 4.3K | — | — |
| Q1 2026 | $467K | 2.3K | — | — |
| Q1 2026 | $3.1M | 10.5K | — | — |
| Q1 2026 | $238K | 828 | — | — |
| Q1 2026 | $94.4M | 158.0K | — | — |
| Q1 2026 | $411K | 5.0K | — | — |
| Q1 2026 | $17.9M | 322.6K | — | — |
| Q1 2026 | $937K | 11.8K | — | — |
| Q1 2026 | $304K | 436 | — | — |
| Q1 2026 | $807K | 14.9K | — | — |
| Q1 2026 | $3.9M | 52.2K | — | — |
| Q1 2026 | $2.8M | 19.2K | — | — |
| Q1 2026 | $15.5M | 241.2K | — | — |
| Q1 2026 | $429K | 5.8K | — | — |
| Q1 2026 | $314K | 2.8K | — | — |
| Q1 2026 | $58.8M | 762.6K | — | — |
| Q4 2025 | $64.5M | 192.4K | — | — |
| Q4 2025 | $548K | 2.1K | — | — |
| Q4 2025 | $1.3M | 7.0K | — | — |
| Q4 2025 | $2M | 4.2K | — | — |
| Q4 2025 | $474K | 2.3K | — | — |
| Q4 2025 | $3.3M | 10.5K | — | — |
| Q4 2025 | $240K | 828 | — | — |
| Q4 2025 | $97.5M | 155.5K | — | — |
| Q4 2025 | $416K | 5.0K | — | — |
| Q4 2025 | $14.1M | 253.5K | — | — |
| Q4 2025 | $943K | 11.8K | — | — |
| Q4 2025 | $336K | 446 | — | — |
| Q4 2025 | $851K | 15.8K | — | — |
| Q4 2025 | $4.5M | 59.9K | — | — |
| Q4 2025 | $2.8M | 19.4K | — | — |
| Q4 2025 | $14.1M | 225.7K | — | — |
| Q4 2025 | $432K | 5.8K | — | — |
| Q4 2025 | $339K | 2.8K | — | — |
| Q4 2025 | $1.1M | 14.9K | — | — |
| Q3 2025 | $35.1M | 107.1K | — | — |
| Q3 2025 | $587K | 2.3K | — | — |
| Q3 2025 | $1.4M | 7.3K | — | — |
| Q3 2025 | $1.8M | 3.8K | — | — |
| Q3 2025 | $250K | 1.2K | — | — |
| Q3 2025 | $3.2M | 10.5K | — | — |
| Q3 2025 | $243K | 828 | — | — |
| Q3 2025 | $92.7M | 151.4K | — | — |
| Q3 2025 | $418K | 5.0K | — | — |
| Q3 2025 | $12.6M | 220.9K | — | — |
| Q3 2025 | $946K | 11.8K | — | — |
| Q3 2025 | $208K | 278 | — | — |
| Q3 2025 | $880K | 16.2K | — | — |
| Q3 2025 | $2.6M | 18.6K | — | — |
| Q3 2025 | $10.9M | 181.4K | — | — |
| Q3 2025 | $360K | 4.8K | — | — |
| Q3 2025 | $312K | 2.6K | — | — |