VestGen Investment Management
All 13F Filings
- Location
- Egg Harbor Township, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 180,403
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/18/2026 | 197 | 180,403 | 13F-HR | VestGen Investment Management |
| Q3 2025 | 11/13/2025 | 186 | 166,396 | 13F-HR | VestGen Investment Management |
| Q2 2025 | 7/31/2025 | 165 | 139,491 | 13F-HR | VestGen Investment Management |
| Q2 2014 | 7/17/2014 | 34 | 58,914 | 13F-HR | Hanlon Investment Management, Inc. |
| Q1 2014 | 4/29/2014 | 32 | 220,084 | 13F-HR | Hanlon Investment Management, Inc. |
| Q4 2013 | 1/23/2014 | 23 | 222,375 | 13F-HR | Hanlon Investment Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 133.3 K | 73.9% | 14.88 K | 0 | 14.88 K |
| ETFs | 43.02 K | 23.8% | 0 | 708 | -708 |
| Debt | 1.307 K | 0.7% | 0 | 74 | -74 |
| Other | 2.78 K | 1.5% | 0 | 81 | -81 |
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Fund Snapshot
Q4 2025
Latest filed
2/18/2026
Total value ($000)
180,403
Holdings
197
QoQ value change ($000)
14,007
(8.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.