VestGen Advisors, LLC
All 13F Filings
- Location
- Inverness, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,349,629
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 2/17/2026 | 748 | 2,349,629 | 13F-HR | VestGen Advisors, LLC |
| Q3 2025 | 11/14/2025 | 694 | 3,001,356 | 13F-HR | VestGen Advisors, LLC |
| Q2 2025 | 8/13/2025 | 579 | 2,507,914 | 13F-HR | VestGen Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
192
(0.0% of total reported value)
· QoQ Δ:
+192
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.842 M | 78.4% | 0 | 527.9 K | -527.9 K |
| ETFs | 480.8 K | 20.5% | 0 | 122.1 K | -122.1 K |
| Debt | 24.58 K | 1.0% | 0 | 3.585 K | -3.585 K |
| Other | 1.649 K | 0.1% | 1.649 K | 0 | 1.649 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
2,349,629
Holdings
748
QoQ value change ($000)
-651,727
(-21.7%)
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.