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SURIENCE PRIVATE WEALTH LLC → VGES

SURIENCE PRIVATE WEALTH LLC VGES Position History

VGES

Quarters held
20
Latest value
$2.4M
Q3 2026
Peak value
$7.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.1M
Q4 2025$340K
Q4 2025$233K
Q4 2025$284K
Q1 2026$2.5M
Q1 2026$7.7M
Q1 2026$548K
Q1 2026$1.2M
Q1 2026$2.1M
Q2 2026$2.3M
Q2 2026$1.5M
Q2 2026$457K
Q2 2026$1.1M
Q2 2026$1.9M
Q3 2026$2.2M
Q3 2026$1.6M
Q3 2026$442K
Q3 2026$1.5M
Q3 2026$1.6M
Q3 2026$2.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.4M50.0K——
Q3 2026$1.6M28.2K——
Q3 2026$1.5M8.6K——
Q3 2026$442K9.0K——
Q3 2026$1.6M15.7K——
Q3 2026$2.2M22.0K——
Q2 2026$1.9M37.7K——
Q2 2026$1.1M19.3K——
Q2 2026$457K9.1K——
Q2 2026$1.5M15.7K——
Q2 2026$2.3M22.5K——
Q1 2026$2.1M41.2K——
Q1 2026$1.2M20.7K——
Q1 2026$548K11.0K——
Q1 2026$7.7M81.7K——
Q1 2026$2.5M24.4K——
Q4 2025$284K5.6K——
Q4 2025$233K2.6K——
Q4 2025$340K3.4K——
Q4 2025$2.1M32.4K——

Other funds holding VGES

Other SURIENCE PRIVATE WEALTH LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$11.8M
ETHA

ISHARES TR

$11.6M
QQQ

INVESCO QQQ TR

$11.2M
SPY

STATE STR SPDR S&P 500 ETF T

$11.1M
ETHA

ISHARES TR

$10.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.2M
ETHA

ISHARES TR

$9.8M
QQQ

INVESCO QQQ TR

$9.5M