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George Peller

Vestgen Investment Management

Assets Managed
$181.324M
Holdings
216
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
0.52%(2Q avg: 4.47%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Vestgen Investment Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 216 positions.

Assets under management

The assets under management (AUM) of Vestgen Investment Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 181.324M in assets, with a quarterly growth rate of 0.52% and a 2-quarter average growth rate of 4.47%. The portfolio is managed by George Peller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 44.9%
5.25%
$9.504M
94,420 shares@ $100.66 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.38%
3.34%
$6.052M
34,704 shares@ $174.41 avg price
HYG
Ishares Iboxx High Yld Corp
Recent Activity
Increased 0.52%
2.38%
$4.304M
54,099 shares@ $79.56 avg price
QDF
Flexshares Quality Dividend
Recent Activity
Increased 7.88%
2%
$3.626M
45,847 shares@ $79.09 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 19.47%
1.94%
$3.506M
36,737 shares@ $95.44 avg price
IQDF
Flexshares-int Qual Dvd Inde
Recent Activity
Increased 6.03%
1.91%
$3.447M
108,847 shares@ $31.67 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -6.13%
1.5%
$2.718M
42,410 shares@ $64.09 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -5.04%
1.45%
$2.621M
6,000 shares@ $436.79 avg price
GEV
Ge Vernova Inc
Recent Activity
Increased 31.49%
1.34%
$2.424M
2,777 shares@ $872.9 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 1.19%
1.28%
$2.317M
7,485 shares@ $309.52 avg price

1-10 of 216