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VestGen Advisors, LLC: CGMS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VestGen Advisors, LLC on CGMS, newest first. How the timeline and the estimate are built.

VestGen Advisors, LLC held 41,181 CGMS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,181 shares
    Change vs previous 13F -401 shares

    0.03% of the 13F portfolio, value $1,125,483.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 41,582 shares
    Change vs previous 13F -45,787 shares

    0.03% of the 13F portfolio, value $1,142,246.

    13F-HR 0002050130-26-000004 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 87,369 shares
    Change vs previous 13F -207,630 shares

    0.1% of the 13F portfolio, value $2,413,137.

    13F-HR 0002050130-26-000001 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 294,999 shares
    Change vs previous 13F -7,079 shares

    0.27% of the 13F portfolio, value $8,186,231.

    13F-HR 0002050130-25-000006 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 302,078 shares
    Change vs previous 13F -587 shares

    0.33% of the 13F portfolio, value $8,343,408.

    13F-HR 0002050130-25-000005 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 302,665 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $8,262,765.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).