VestGen Investment Management
All 13F Filings
- Location
- Egg Harbor Township, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 181,324
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/12/2026 | 216 | 181,324 | 13F-HR | VestGen Investment Management |
| 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 | 105.1 K | 58.0% | 0 | 28.17 K | -28.17 K |
| ETFs | 75.16 K | 41.4% | 32.14 K | 0 | 32.14 K |
| Debt | 1.033 K | 0.6% | 0 | 274 | -274 |
| Other | 0 | 0.0% | 0 | 2.78 K | -2.78 K |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
181,324
Holdings
216
QoQ value change ($000)
921
(0.5%)
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.