Back to VGES

Peak Financial Management, Inc. → VGES

Peak Financial Management, Inc. VGES Position History

VGES

Quarters held
33
Latest value
$34.2M
Q3 2026
Peak value
$51.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$44.9M
Q4 2025$1.4M
Q4 2025$975K
Q4 2025$12.9M
Q4 2025$16.9M
Q4 2025$331K
Q4 2025$1M
Q4 2025$31.2M
Q1 2026$45.7M
Q1 2026$1.5M
Q1 2026$981K
Q1 2026$13.7M
Q1 2026$15.1M
Q1 2026$288K
Q1 2026$1M
Q1 2026$29.7M
Q2 2026$51.3M
Q2 2026$1.6M
Q2 2026$1M
Q2 2026$14.1M
Q2 2026$16.9M
Q2 2026$314K
Q2 2026$1.1M
Q2 2026$202K
Q2 2026$34M
Q3 2026$51.4M
Q3 2026$1.5M
Q3 2026$1M
Q3 2026$13.6M
Q3 2026$16.9M
Q3 2026$284K
Q3 2026$1.1M
Q3 2026$34.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$34.2M91.4K——
Q3 2026$1.1M5.1K——
Q3 2026$284K3.2K——
Q3 2026$16.9M24.2K——
Q3 2026$13.6M173.4K——
Q3 2026$1M17.6K——
Q3 2026$1.5M21.1K——
Q3 2026$51.4M605.5K——
Q2 2026$34M91.8K——
Q2 2026$202K668——
Q2 2026$1.1M5.1K——
Q2 2026$314K3.3K——
Q2 2026$16.9M24.7K——
Q2 2026$14.1M170.3K——
Q2 2026$1M17.5K——
Q2 2026$1.6M23.0K——
Q2 2026$51.3M600.3K——
Q1 2026$29.7M92.5K——
Q1 2026$1M5.3K——
Q1 2026$288K3.2K——
Q1 2026$15.1M25.3K——
Q1 2026$13.7M165.7K——
Q1 2026$981K18.2K——
Q1 2026$1.5M23.1K——
Q1 2026$45.7M593.3K——
Q4 2025$31.2M93.1K——
Q4 2025$1M5.4K——
Q4 2025$331K3.7K——
Q4 2025$16.9M26.9K——
Q4 2025$12.9M153.9K——
Q4 2025$975K18.1K——
Q4 2025$1.4M22.3K——
Q4 2025$44.9M595.3K——

Other funds holding VGES

Other Peak Financial Management, Inc. positions

STT-PG

SPDR INDEX SHS FDS

$31.8M
STT-PG

SPDR INDEX SHS FDS

$31.3M
STT-PG

SPDR INDEX SHS FDS

$28.4M
STT-PG

SPDR INDEX SHS FDS

$27.6M
IVZ

INVESCO EXCHANGE TRADED FD T

$21.1M
IVZ

INVESCO EXCHANGE TRADED FD T

$21.1M
IVZ

INVESCO EXCHANGE TRADED FD T

$18.3M
IVZ

INVESCO EXCHANGE TRADED FD T

$17.6M