VestGen Investment Management
VestGen Investment Management reported 218 stocks worth $189M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are SGOV (4.3%), NVDA (3.7%) and HYG (2.2%). Compared with Q1 2026, the fund opened new positions in AMAT, FLEX and ETR, added to NVDA, IVV and VB, trimmed SGOV, HYG and QDF and sold out of PLTR, MEDP and TLT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SGOV Ishares TR | $8.1M | 4.3% | 81K | −14K (−15%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $7M | 3.7% | 35K | +56 (+0%) | 8 of 8 | |
| 3 |  HYG Ishares TR | $4.2M | 2.2% | 52K | −2,117 (−4%) | 8 of 8 | |
| 4 |  QDF Flexshares Quality Dividend Index Fund | $3.8M | 2.0% | 43K | −3,288 (−7%) | 8 of 8 | |
| 5 |  IQDF Flexshares TR | $3.5M | 1.9% | 101K | −7,712 (−7%) | 8 of 8 | |
| 6 |  IVV Ishares TR | $3.3M | 1.7% | 4,361 | +1,143 (+36%) | 8 of 8 | |
| 7 |  IEF Ishares TR | $2.8M | 1.5% | 29K | −7,477 (−20%) | 8 of 8 | |
| 8 |  CRS Carpenter Technology Corp | $2.8M | 1.5% | 4,485 | −228 (−5%) | 4 of 8 | |
| 9 |  AVGO Broadcom Inc | $2.7M | 1.4% | 7,142 | −343 (−5%) | 8 of 8 | |
| 10 |  APH Amphenol Corp New | $2.6M | 1.4% | 15K | −1,009 (−6%) | 6 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PLTR Palantir Technologies Inc | $1.6M | 11K |
 MEDP Medpace Hldgs Inc | $1.2M | 2,396 |
 TLT Ishares TR | $1.1M | 13K |
 THC Tenet Healthcare Corp | $1.1M | 5,758 |
 FDEC First TR Exchng Traded FD VI | $933K | 19K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 31, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →VestGen Investment Management 13F FAQ
What does VestGen Investment Management own?
VestGen Investment Management reported 218 stocks worth $189M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are SGOV (4.3%), NVDA (3.7%) and HYG (2.2%). The table above lists every position in the filing (the top 10 without an account).
What did VestGen Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 36 new positions, 68 added to, 112 trimmed and 34 sold out. New positions include AMAT, FLEX and ETR. It sold all of PLTR, MEDP and TLT.
When will VestGen Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is VestGen Investment Management's portfolio worth?
The Q2 2026 filing reports $189M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.