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Manager record

VestGen Investment Management

Egg Harbor Township, NJ · CIK 1511739 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$188.53MReported 13F valueQ2 2026 · as filed
218Holdings listed
+4.0%vs prior quartervalue change includes market moves
5Quarters on record
Jul 31Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $139.5M$139.5MQ2 2025165 holdingsQ3 2025: $166.4M$166.4MQ3 2025186 holdingsQ4 2025: $180.4M$180.4MQ4 2025197 holdingsQ1 2026: $181.3M$181.3MQ1 2026216 holdingsQ2 2026: $188.5M$188.5MQ2 2026218 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 31 2026 13F-HR · period Q2 2026

$188.53M · 218 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$181.32M · 216 holdings listed · View original SEC filing ↗
Feb 18 2026 13F-HR · period Q4 2025

$180.40M · 197 holdings listed · View original SEC filing ↗
Nov 13 2025 13F-HR · period Q3 2025

$166.40M · 186 holdings listed · View original SEC filing ↗
Jul 31 2025 13F-HR · period Q2 2025

$139.49M · 165 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 31, 2026 · Change methodology