Back to VGES
Regent Peak Wealth Advisors LLC → VGES
Regent Peak Wealth Advisors LLC VGES Position History
VGES
Quarters held
48
Latest value
$95.7M
Q3 2026
Peak value
$95.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.6M |
| Q3 2025 | $296K |
| Q3 2025 | $1.8M |
| Q3 2025 | $455K |
| Q3 2025 | $712K |
| Q3 2025 | $359K |
| Q3 2025 | $22.1M |
| Q3 2025 | $8.5M |
| Q3 2025 | $83.9M |
| Q4 2025 | $23.2M |
| Q4 2025 | $298K |
| Q4 2025 | $1.8M |
| Q4 2025 | $459K |
| Q4 2025 | $686K |
| Q4 2025 | $355K |
| Q4 2025 | $22.4M |
| Q4 2025 | $8.7M |
| Q4 2025 | $85.7M |
| Q1 2026 | $24.8M |
| Q1 2026 | $312K |
| Q1 2026 | $1.6M |
| Q1 2026 | $414K |
| Q1 2026 | $612K |
| Q1 2026 | $204K |
| Q1 2026 | $341K |
| Q1 2026 | $19.4M |
| Q1 2026 | $8.7M |
| Q1 2026 | $78.4M |
| Q2 2026 | $15.4M |
| Q2 2026 | $360K |
| Q2 2026 | $2.2M |
| Q2 2026 | $482K |
| Q2 2026 | $730K |
| Q2 2026 | $228K |
| Q2 2026 | $383K |
| Q2 2026 | $22.7M |
| Q2 2026 | $9.6M |
| Q2 2026 | $91.1M |
| Q3 2026 | $14.7M |
| Q3 2026 | $321K |
| Q3 2026 | $2.3M |
| Q3 2026 | $486K |
| Q3 2026 | $678K |
| Q3 2026 | $212K |
| Q3 2026 | $360K |
| Q3 2026 | $23.7M |
| Q3 2026 | $9.4M |
| Q3 2026 | $95.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $95.7M | 255.8K | — | — |
| Q3 2026 | $9.4M | 43.5K | — | — |
| Q3 2026 | $23.7M | 263.0K | — | — |
| Q3 2026 | $360K | 4.6K | — | — |
| Q3 2026 | $212K | 916 | — | — |
| Q3 2026 | $678K | 967 | — | — |
| Q3 2026 | $486K | 3.8K | — | — |
| Q3 2026 | $2.3M | 18.0K | — | — |
| Q3 2026 | $321K | 1.0K | — | — |
| Q3 2026 | $14.7M | 209.0K | — | — |
| Q2 2026 | $91.1M | 246.2K | — | — |
| Q2 2026 | $9.6M | 43.9K | — | — |
| Q2 2026 | $22.7M | 263.7K | — | — |
| Q2 2026 | $383K | 4.8K | — | — |
| Q2 2026 | $228K | 937 | — | — |
| Q2 2026 | $730K | 1.1K | — | — |
| Q2 2026 | $482K | 3.8K | — | — |
| Q2 2026 | $2.2M | 18.1K | — | — |
| Q2 2026 | $360K | 1.0K | — | — |
| Q2 2026 | $15.4M | 209.5K | — | — |
| Q1 2026 | $78.4M | 244.4K | — | — |
| Q1 2026 | $8.7M | 44.3K | — | — |
| Q1 2026 | $19.4M | 44.4K | — | — |
| Q1 2026 | $341K | 1.2K | — | — |
| Q1 2026 | $204K | 937 | — | — |
| Q1 2026 | $612K | 1.0K | — | — |
| Q1 2026 | $414K | 3.8K | — | — |
| Q1 2026 | $1.6M | 2.3K | — | — |
| Q1 2026 | $312K | 1.0K | — | — |
| Q1 2026 | $24.8M | 336.3K | — | — |
| Q4 2025 | $85.7M | 255.6K | — | — |
| Q4 2025 | $8.7M | 45.7K | — | — |
| Q4 2025 | $22.4M | 45.9K | — | — |
| Q4 2025 | $355K | 1.2K | — | — |
| Q4 2025 | $686K | 1.1K | — | — |
| Q4 2025 | $459K | 3.8K | — | — |
| Q4 2025 | $1.8M | 2.3K | — | — |
| Q4 2025 | $298K | 1.0K | — | — |
| Q4 2025 | $23.2M | 313.2K | — | — |
| Q3 2025 | $83.9M | 255.7K | — | — |
| Q3 2025 | $8.5M | 45.7K | — | — |
| Q3 2025 | $22.1M | 46.0K | — | — |
| Q3 2025 | $359K | 1.2K | — | — |
| Q3 2025 | $712K | 1.2K | — | — |
| Q3 2025 | $455K | 3.8K | — | — |
| Q3 2025 | $1.8M | 2.4K | — | — |
| Q3 2025 | $296K | 1.0K | — | — |
| Q3 2025 | $23.6M | 318.0K | — | — |