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SUCCESSION FINANCIAL, INC. → VGES

SUCCESSION FINANCIAL, INC. VGES Position History

VGES

Quarters held
9
Latest value
$445K
Q3 2026
Peak value
$10.4M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$1.5M
Q2 2026$10.4M
Q2 2026$237K
Q2 2026$610K
Q2 2026$300K
Q2 2026$432K
Q3 2026$1.6M
Q3 2026$8.2M
Q3 2026$445K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$445K1.2K——
Q3 2026$8.2M112.1K——
Q3 2026$1.6M12.4K——
Q2 2026$432K1.2K——
Q2 2026$300K1.4K——
Q2 2026$610K7.1K——
Q2 2026$237K2.9K——
Q2 2026$10.4M135.7K——
Q2 2026$1.5M12.4K——

Other funds holding VGES

Other SUCCESSION FINANCIAL, INC. positions

TXN

TEXAS INSTRS INC

$14.8M
TXN

TEXAS INSTRS INC

$13.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$6.9M
GLD

SPDR GOLD TR

$5.4M
GLD

SPDR GOLD TR

$5.4M
FIS

FIDELITY COVINGTON TRUST

$5.2M
AMGN

RBB FD INC

$4.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$3.9M