VestGen Advisors, LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 3,759,355
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 1,048 | 3,759,355 | 13F-HR | VestGen Advisors, LLC |
| 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):
191.9 K
(5.1% of total reported value)
· QoQ Δ:
+191.7 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.744 M | 48.9% | 0 | 98.87 K | -98.87 K |
| ETFs | 1.802 M | 50.5% | 1.321 M | 0 | 1.321 M |
| Debt | 21.75 K | 0.6% | 0 | 2.823 K | -2.823 K |
| Other | 207 | 0.0% | 0 | 1.442 K | -1.442 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
3,759,355
Holdings
1048
QoQ value change ($000)
1,409,726
(60.0%)
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.