Back to VGES
Triad Wealth Partners, LLC → VGES
Triad Wealth Partners, LLC VGES Position History
VGES
Quarters held
116
Latest value
$1.5M
Q3 2026
Peak value
$171.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $319K |
| Q3 2025 | $18.2M |
| Q3 2025 | $5.3M |
| Q3 2025 | $6.6M |
| Q3 2025 | $408K |
| Q3 2025 | $307K |
| Q3 2025 | $417K |
| Q3 2025 | $3M |
| Q3 2025 | $8.7M |
| Q3 2025 | $627K |
| Q3 2025 | $796K |
| Q3 2025 | $531K |
| Q3 2025 | $442K |
| Q3 2025 | $22.7M |
| Q3 2025 | $496K |
| Q3 2025 | $7.8M |
| Q3 2025 | $851K |
| Q3 2025 | $333K |
| Q3 2025 | $1.3M |
| Q4 2025 | $1.3M |
| Q4 2025 | $355K |
| Q4 2025 | $23.6M |
| Q4 2025 | $479K |
| Q4 2025 | $363K |
| Q4 2025 | $201K |
| Q4 2025 | $8.1M |
| Q4 2025 | $8.1M |
| Q4 2025 | $637K |
| Q4 2025 | $433K |
| Q4 2025 | $1.4M |
| Q4 2025 | $2.1M |
| Q4 2025 | $10.3M |
| Q4 2025 | $640K |
| Q4 2025 | $948K |
| Q4 2025 | $211K |
| Q4 2025 | $862K |
| Q4 2025 | $246K |
| Q4 2025 | $259K |
| Q4 2025 | $491K |
| Q4 2025 | $26.9M |
| Q4 2025 | $8.1M |
| Q4 2025 | $892K |
| Q4 2025 | $675K |
| Q4 2025 | $1.5M |
| Q1 2026 | $1.7M |
| Q1 2026 | $289K |
| Q1 2026 | $417K |
| Q1 2026 | $662K |
| Q1 2026 | $7.6M |
| Q1 2026 | $9.2M |
| Q1 2026 | $874K |
| Q1 2026 | $827K |
| Q1 2026 | $362K |
| Q1 2026 | $15.1M |
| Q1 2026 | $627K |
| Q1 2026 | $928K |
| Q1 2026 | $1.7M |
| Q1 2026 | $580K |
| Q1 2026 | $656K |
| Q1 2026 | $53.7M |
| Q1 2026 | $632K |
| Q1 2026 | $8.4M |
| Q1 2026 | $1.2M |
| Q1 2026 | $333K |
| Q1 2026 | $1.1M |
| Q2 2026 | $1.4M |
| Q2 2026 | $582K |
| Q2 2026 | $537K |
| Q2 2026 | $7.4M |
| Q2 2026 | $19.3M |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.3M |
| Q2 2026 | $321K |
| Q2 2026 | $233K |
| Q2 2026 | $16.6M |
| Q2 2026 | $845K |
| Q2 2026 | $1.1M |
| Q2 2026 | $1.8M |
| Q2 2026 | $425K |
| Q2 2026 | $245K |
| Q2 2026 | $23M |
| Q2 2026 | $285K |
| Q2 2026 | $1.1M |
| Q2 2026 | $139M |
| Q2 2026 | $207K |
| Q2 2026 | $764K |
| Q2 2026 | $1.2M |
| Q2 2026 | $9.8M |
| Q2 2026 | $1.1M |
| Q2 2026 | $536K |
| Q2 2026 | $965K |
| Q3 2026 | $1.4M |
| Q3 2026 | $310K |
| Q3 2026 | $606K |
| Q3 2026 | $577K |
| Q3 2026 | $7.6M |
| Q3 2026 | $43.5M |
| Q3 2026 | $1M |
| Q3 2026 | $1.2M |
| Q3 2026 | $267K |
| Q3 2026 | $530K |
| Q3 2026 | $21.7M |
| Q3 2026 | $621K |
| Q3 2026 | $1.1M |
| Q3 2026 | $2.1M |
| Q3 2026 | $403K |
| Q3 2026 | $8.8M |
| Q3 2026 | $1.4M |
| Q3 2026 | $171.1M |
| Q3 2026 | $217K |
| Q3 2026 | $437K |
| Q3 2026 | $827K |
| Q3 2026 | $10.7M |
| Q3 2026 | $2.1M |
| Q3 2026 | $498K |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 4.1K | — | — |
| Q3 2026 | $498K | 1.7K | — | — |
| Q3 2026 | $2.1M | 9.7K | — | — |
| Q3 2026 | $10.7M | 118.4K | — | — |
| Q3 2026 | $827K | 2.3K | — | — |
| Q3 2026 | $437K | 5.6K | — | — |
| Q3 2026 | $217K | 2.4K | — | — |
| Q3 2026 | $171.1M | 244.1K | — | — |
| Q3 2026 | $1.4M | 29.8K | — | — |
| Q3 2026 | $8.8M | 199.0K | — | — |
| Q3 2026 | $403K | 3.6K | — | — |
| Q3 2026 | $2.1M | 16.9K | — | — |
| Q3 2026 | $1.1M | 19.3K | — | — |
| Q3 2026 | $621K | 3.9K | — | — |
| Q3 2026 | $21.7M | 462.2K | — | — |
| Q3 2026 | $530K | 10.8K | — | — |
| Q3 2026 | $267K | 2.8K | — | — |
| Q3 2026 | $1.2M | 11.5K | — | — |
| Q3 2026 | $1M | 6.8K | — | — |
| Q3 2026 | $43.5M | 615.7K | — | — |
| Q3 2026 | $7.6M | 108.9K | — | — |
| Q3 2026 | $577K | 6.7K | — | — |
| Q3 2026 | $606K | 3.8K | — | — |
| Q3 2026 | $310K | 3.6K | — | — |
| Q3 2026 | $1.4M | 55.3K | — | — |
| Q2 2026 | $965K | 2.6K | — | — |
| Q2 2026 | $536K | 1.8K | — | — |
| Q2 2026 | $1.1M | 4.8K | — | — |
| Q2 2026 | $9.8M | 112.2K | — | — |
| Q2 2026 | $1.2M | 3.6K | — | — |
| Q2 2026 | $764K | 9.3K | — | — |
| Q2 2026 | $207K | 2.1K | — | — |
| Q2 2026 | $139M | 199.6K | — | — |
| Q2 2026 | $1.1M | 22.6K | — | — |
| Q2 2026 | $285K | 3.5K | — | — |
| Q2 2026 | $23M | 499.2K | — | — |
| Q2 2026 | $245K | 2.0K | — | — |
| Q2 2026 | $425K | 3.5K | — | — |
| Q2 2026 | $1.8M | 15.7K | — | — |
| Q2 2026 | $1.1M | 18.5K | — | — |
| Q2 2026 | $845K | 5.4K | — | — |
| Q2 2026 | $16.6M | 347.7K | — | — |
| Q2 2026 | $233K | 4.7K | — | — |
| Q2 2026 | $321K | 3.3K | — | — |
| Q2 2026 | $1.3M | 12.2K | — | — |
| Q2 2026 | $1.2M | 7.4K | — | — |
| Q2 2026 | $19.3M | 271.2K | — | — |
| Q2 2026 | $7.4M | 103.0K | — | — |
| Q2 2026 | $537K | 6.5K | — | — |
| Q2 2026 | $582K | 3.6K | — | — |
| Q2 2026 | $1.4M | 55.4K | — | — |
| Q1 2026 | $1.1M | 3.3K | — | — |
| Q1 2026 | $333K | 1.3K | — | — |
| Q1 2026 | $1.2M | 6.0K | — | — |
| Q1 2026 | $8.4M | 19.3K | — | — |
| Q1 2026 | $632K | 2.1K | — | — |
| Q1 2026 | $53.7M | 89.9K | — | — |
| Q1 2026 | $656K | 13.2K | — | — |
| Q1 2026 | $580K | 5.8K | — | — |
| Q1 2026 | $1.7M | 2.4K | — | — |
| Q1 2026 | $928K | 17.2K | — | — |
| Q1 2026 | $627K | 4.5K | — | — |
| Q1 2026 | $15.1M | 314.1K | — | — |
| Q1 2026 | $362K | 4.1K | — | — |
| Q1 2026 | $827K | 8.8K | — | — |
| Q1 2026 | $874K | 5.9K | — | — |
| Q1 2026 | $9.2M | 143.3K | — | — |
| Q1 2026 | $7.6M | 103.5K | — | — |
| Q1 2026 | $662K | 6.5K | — | — |
| Q1 2026 | $417K | 1.0K | — | — |
| Q1 2026 | $289K | 1.2K | — | — |
| Q1 2026 | $1.7M | 66.9K | — | — |
| Q4 2025 | $1.5M | 4.6K | — | — |
| Q4 2025 | $675K | 2.6K | — | — |
| Q4 2025 | $892K | 4.7K | — | — |
| Q4 2025 | $8.1M | 16.6K | — | — |
| Q4 2025 | $26.9M | 42.9K | — | — |
| Q4 2025 | $491K | 9.8K | — | — |
| Q4 2025 | $259K | 2.6K | — | — |
| Q4 2025 | $246K | 3.1K | — | — |
| Q4 2025 | $862K | 1.1K | — | — |
| Q4 2025 | $211K | 1.0K | — | — |
| Q4 2025 | $948K | 17.6K | — | — |
| Q4 2025 | $640K | 4.5K | — | — |
| Q4 2025 | $10.3M | 212.2K | — | — |
| Q4 2025 | $2.1M | 43.2K | — | — |
| Q4 2025 | $1.4M | 15.1K | — | — |
| Q4 2025 | $433K | 4.8K | — | — |
| Q4 2025 | $637K | 4.4K | — | — |
| Q4 2025 | $8.1M | 129.6K | — | — |
| Q4 2025 | $8.1M | 109.5K | — | — |
| Q4 2025 | $201K | 2.6K | — | — |
| Q4 2025 | $363K | 3.7K | — | — |
| Q4 2025 | $479K | 1.1K | — | — |
| Q4 2025 | $23.6M | 94.1K | — | — |
| Q4 2025 | $355K | 2.5K | — | — |
| Q4 2025 | $1.3M | 50.4K | — | — |
| Q3 2025 | $1.3M | 3.9K | — | — |
| Q3 2025 | $333K | 1.3K | — | — |
| Q3 2025 | $851K | 4.6K | — | — |
| Q3 2025 | $7.8M | 16.2K | — | — |
| Q3 2025 | $496K | 1.7K | — | — |
| Q3 2025 | $22.7M | 37.0K | — | — |
| Q3 2025 | $442K | 8.8K | — | — |
| Q3 2025 | $531K | 711 | — | — |
| Q3 2025 | $796K | 14.7K | — | — |
| Q3 2025 | $627K | 4.5K | — | — |
| Q3 2025 | $8.7M | 176.6K | — | — |
| Q3 2025 | $3M | 59.1K | — | — |
| Q3 2025 | $417K | 4.7K | — | — |
| Q3 2025 | $307K | 3.6K | — | — |
| Q3 2025 | $408K | 2.9K | — | — |
| Q3 2025 | $6.6M | 110.8K | — | — |
| Q3 2025 | $5.3M | 71.9K | — | — |
| Q3 2025 | $18.2M | 74.6K | — | — |
| Q3 2025 | $319K | 792 | — | — |