Back to VGES
Orgel Wealth Management, LLC → VGES
Orgel Wealth Management, LLC VGES Position History
VGES
Quarters held
73
Latest value
$2.8M
Q3 2026
Peak value
$474.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.6M |
| Q4 2025 | $15.5M |
| Q4 2025 | $527K |
| Q4 2025 | $114.9M |
| Q4 2025 | $116M |
| Q4 2025 | $225.2M |
| Q4 2025 | $485K |
| Q4 2025 | $294K |
| Q4 2025 | $474.5M |
| Q4 2025 | $178.9M |
| Q4 2025 | $3.8M |
| Q4 2025 | $150.3M |
| Q4 2025 | $60.1M |
| Q4 2025 | $417K |
| Q4 2025 | $1.2M |
| Q4 2025 | $217K |
| Q4 2025 | $8.8M |
| Q4 2025 | $2.1M |
| Q1 2026 | $9M |
| Q1 2026 | $15.5M |
| Q1 2026 | $124.8M |
| Q1 2026 | $288.8M |
| Q1 2026 | $507K |
| Q1 2026 | $285K |
| Q1 2026 | $341.4M |
| Q1 2026 | $172.9M |
| Q1 2026 | $3.8M |
| Q1 2026 | $165.7M |
| Q1 2026 | $56.4M |
| Q1 2026 | $410K |
| Q1 2026 | $988K |
| Q1 2026 | $206K |
| Q1 2026 | $8.9M |
| Q1 2026 | $2.1M |
| Q2 2026 | $10.3M |
| Q2 2026 | $18.9M |
| Q2 2026 | $153.5M |
| Q2 2026 | $308K |
| Q2 2026 | $2.3M |
| Q2 2026 | $237K |
| Q2 2026 | $302.9M |
| Q2 2026 | $565K |
| Q2 2026 | $405K |
| Q2 2026 | $2.1M |
| Q2 2026 | $180.6M |
| Q2 2026 | $5.2M |
| Q2 2026 | $190.1M |
| Q2 2026 | $66.3M |
| Q2 2026 | $472K |
| Q2 2026 | $491K |
| Q2 2026 | $1.1M |
| Q2 2026 | $245K |
| Q2 2026 | $10.3M |
| Q2 2026 | $3M |
| Q3 2026 | $9.8M |
| Q3 2026 | $19.6M |
| Q3 2026 | $145.9M |
| Q3 2026 | $394K |
| Q3 2026 | $1.8M |
| Q3 2026 | $312.9M |
| Q3 2026 | $560K |
| Q3 2026 | $352K |
| Q3 2026 | $1.9M |
| Q3 2026 | $205.3M |
| Q3 2026 | $6.1M |
| Q3 2026 | $181.7M |
| Q3 2026 | $62.7M |
| Q3 2026 | $456K |
| Q3 2026 | $436K |
| Q3 2026 | $1.2M |
| Q3 2026 | $243K |
| Q3 2026 | $9M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 7.4K | — | — |
| Q3 2026 | $9M | 31.6K | — | — |
| Q3 2026 | $243K | 1.1K | — | — |
| Q3 2026 | $1.2M | 13.1K | — | — |
| Q3 2026 | $436K | 1.9K | — | — |
| Q3 2026 | $456K | 5.8K | — | — |
| Q3 2026 | $62.7M | 214.7K | — | — |
| Q3 2026 | $181.7M | 929.2K | — | — |
| Q3 2026 | $6.1M | 8.8K | — | — |
| Q3 2026 | $205.3M | 4.33M | — | — |
| Q3 2026 | $1.9M | 32.9K | — | — |
| Q3 2026 | $352K | 5.9K | — | — |
| Q3 2026 | $560K | 6.8K | — | — |
| Q3 2026 | $312.9M | 3.09M | — | — |
| Q3 2026 | $1.8M | 25.8K | — | — |
| Q3 2026 | $394K | 5.6K | — | — |
| Q3 2026 | $145.9M | 1.15M | — | — |
| Q3 2026 | $19.6M | 144.7K | — | — |
| Q3 2026 | $9.8M | 121.5K | — | — |
| Q2 2026 | $3M | 8.0K | — | — |
| Q2 2026 | $10.3M | 33.9K | — | — |
| Q2 2026 | $245K | 1.1K | — | — |
| Q2 2026 | $1.1M | 13.2K | — | — |
| Q2 2026 | $491K | 2.0K | — | — |
| Q2 2026 | $472K | 5.9K | — | — |
| Q2 2026 | $66.3M | 216.3K | — | — |
| Q2 2026 | $190.1M | 961.9K | — | — |
| Q2 2026 | $5.2M | 7.5K | — | — |
| Q2 2026 | $180.6M | 3.57M | — | — |
| Q2 2026 | $2.1M | 36.0K | — | — |
| Q2 2026 | $405K | 6.8K | — | — |
| Q2 2026 | $565K | 6.8K | — | — |
| Q2 2026 | $302.9M | 3.08M | — | — |
| Q2 2026 | $237K | 1.5K | — | — |
| Q2 2026 | $2.3M | 32.7K | — | — |
| Q2 2026 | $308K | 4.2K | — | — |
| Q2 2026 | $153.5M | 1.12M | — | — |
| Q2 2026 | $18.9M | 143.2K | — | — |
| Q2 2026 | $10.3M | 124.7K | — | — |
| Q1 2026 | $2.1M | 6.6K | — | — |
| Q1 2026 | $8.9M | 33.8K | — | — |
| Q1 2026 | $206K | 1.1K | — | — |
| Q1 2026 | $988K | 2.3K | — | — |
| Q1 2026 | $410K | 2.0K | — | — |
| Q1 2026 | $56.4M | 219.1K | — | — |
| Q1 2026 | $165.7M | 899.1K | — | — |
| Q1 2026 | $3.8M | 6.3K | — | — |
| Q1 2026 | $172.9M | 3.47M | — | — |
| Q1 2026 | $341.4M | 5.83M | — | — |
| Q1 2026 | $285K | 5.3K | — | — |
| Q1 2026 | $507K | 6.8K | — | — |
| Q1 2026 | $288.8M | 3.06M | — | — |
| Q1 2026 | $124.8M | 1.09M | — | — |
| Q1 2026 | $15.5M | 138.1K | — | — |
| Q1 2026 | $9M | 126.1K | — | — |
| Q4 2025 | $2.1M | 6.1K | — | — |
| Q4 2025 | $8.8M | 34.2K | — | — |
| Q4 2025 | $217K | 1.1K | — | — |
| Q4 2025 | $1.2M | 2.5K | — | — |
| Q4 2025 | $417K | 2.0K | — | — |
| Q4 2025 | $60.1M | 215.2K | — | — |
| Q4 2025 | $150.3M | 847.2K | — | — |
| Q4 2025 | $3.8M | 6.1K | — | — |
| Q4 2025 | $178.9M | 3.56M | — | — |
| Q4 2025 | $474.5M | 8.08M | — | — |
| Q4 2025 | $294K | 5.5K | — | — |
| Q4 2025 | $485K | 6.6K | — | — |
| Q4 2025 | $225.2M | 2.50M | — | — |
| Q4 2025 | $116M | 1.57M | — | — |
| Q4 2025 | $114.9M | 1.04M | — | — |
| Q4 2025 | $527K | 1.3K | — | — |
| Q4 2025 | $15.5M | 127.9K | — | — |
| Q4 2025 | $5.6M | 78.7K | — | — |