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Institutional

VestGen Investment Management

CIK 0001511739
$181.3M
Reported AUM
216
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · VestGen Investment Management · Q1 2026

AI · grounded in 13F

VestGen Investment Management closed its position in EMB, reducing its holdings by $1,068,227. The fund trimmed several Vanguard index funds, most notably reducing shares of VO by 53.45% and VTI by 47.15%. On the buy side, the fund established new positions in FFEB and FJAN, while increasing its stake in SGOV by 44.89%.

Portfolio · Q1 2026

SGOV$9.5MNVDAHYGQDFOther$136.5MVM

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SGOVISHARES TR$100.450.03%4.31%19.02%$9.5M5.24%+29,255+44.9%
2NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$6.1M3.34%+1,133+3.4%
3HYGISHARES TR$79.43-0.50%6.72%19.17%$4.3M2.37%+278+0.5%
4QDFFLEXSHARES TR$87.77-2.02%24.71%69.36%$3.6M2.00%+3,348+7.9%
5IEFISHARES TR$93.62-0.53%4.36%-8.29%$3.5M1.93%+5,987+19.5%
6IQDFFLEXSHARES TR$33.80-3.65%30.07%63.46%$3.4M1.90%+6,183+6.0%
7VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%26.80%55.20%$2.7M1.50%2,773−6.1%
8VUGVANGUARD INDEX FDS$85.93-3.62%22.71%78.84%$2.6M1.45%319−5.0%
9GEVGE VERNOVA INC$933.61-3.09%92.92%509.64%$2.4M1.34%+665+31.5%
10AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$2.3M1.28%+88+1.2%
11VTVVANGUARD INDEX FDS$212.02-1.36%25.17%71.24%$2.2M1.19%6,270−36.2%
12HYGVFLEXSHARES TR$39.96-0.42%7.34%18.84%$2.2M1.19%4,913−8.4%
13IVVISHARES TR$740.91-2.62%24.60%80.03%$2.1M1.16%+508+18.7%
14APHAMPHENOL CORP$138.81-5.42%49.74%300.06%$2.0M1.11%45−0.3%
15IVWISHARES TR$134.60-3.81%28.06%84.10%$2.0M1.09%+1,105+6.7%
16CRSCARPENTER TECHNOLOGY CORP$483.60-1.83%94.94%1250.10%$1.9M1.02%70−1.5%
17VBVANGUARD INDEX FDS$288.20-2.44%25.47%39.47%$1.8M1.01%5,916−45.7%
18AAPLAPPLE INC$307.34-1.25%51.31%116.17%$1.7M0.96%+622+9.9%
19NEMNEWMONT CORP$99.71-7.96%92.46%83.49%$1.7M0.95%372−2.3%
20IUSBISHARES TR$45.80-0.43%5.69%0.49%$1.7M0.94%+257+0.7%
21CAHCARDINAL HEALTH INC$205.711.97%34.46%285.46%$1.7M0.94%+3,404+72.8%
22TDTTFLEXSHARES TR$23.95-0.29%4.92%13.91%$1.6M0.91%+4,652+7.4%
23PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%6.11%524.27%$1.6M0.91%1,935−14.7%
24MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$1.6M0.90%+495+12.7%
25VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$1.6M0.88%4,432−47.2%
26FIXCOMFORT SYS USA INC$1843.94-3.69%262.00%2420.18%$1.5M0.82%13−1.2%
27BNDVANGUARD BD INDEX FDS$72.83-0.45%5.24%-1.47%$1.4M0.78%+1,230+6.9%
28BNDXVANGUARD CHARLOTTE FDS$48.01-0.15%2.21%0.01%$1.4M0.75%2,950−9.4%
29EMEEMCOR GROUP INC$817.44-3.31%67.55%582.33%$1.3M0.71%49−2.7%
30JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$1.3M0.71%25−0.5%
31CWCURTISS WRIGHT CORP$733.14-1.38%$1.3M0.69%21−1.1%
32VOVANGUARD INDEX FDS$78.53-2.06%$1.2M0.69%4,968−53.5%
33BNDCFLEXSHARES TR$21.92-0.77%$1.2M0.67%+6,911+14.5%
34GLDSPDR GOLD TR$396.24-3.65%$1.2M0.65%+572+26.6%
35MEDPMEDPACE HLDGS INC$454.25-0.97%$1.2M0.63%117−4.7%
36BKBANK NEW YORK MELLON CORP$142.39-1.13%$1.1M0.63%163−1.7%
37TIPISHARES TR$109.25-0.48%$1.1M0.62%376−3.5%
38IVEISHARES TR$226.54-1.15%$1.1M0.62%985−15.6%
39BILSPDR SERIES TRUST$91.450.04%$1.1M0.61%+7,667+171.5%
40FTITECHNIPFMC PLC$66.82-3.17%$1.1M0.61%+135+0.8%
41TLTISHARES TR$85.06-0.51%$1.1M0.61%548−4.1%
42VXUSVANGUARD STAR FDS$83.03-3.73%$1.1M0.61%680−4.6%
43GOOGALPHABET INC$365.76-0.95%$1.1M0.60%+851+28.7%
44THCTENET HEALTHCARE CORP$162.060.43%$1.1M0.60%334−5.5%
45JPMJPMORGAN CHASE & CO$312.370.48%$1.1M0.58%417−10.4%
46WMT2WELLS FARGO & CO$1.0M0.57%+592+4.8%
47DTMDT MIDSTREAM INC$142.50-0.13%$1.0M0.55%239−3.1%
48AMZNAMAZON COM INC$246.03-3.06%$972K0.54%+710+17.9%
49FFEBFIRST TR EXCHNG TRADED FD VI$60.43-1.11%$953K0.53%+17,061NEW
50MTUMISHARES TR$306.47-5.95%$951K0.52%+109+2.8%
51FJANFIRST TR EXCHNG TRADED FD VI$54.60-1.01%$949K0.52%+18,818NEW
52AGGISHARES TR$98.17-0.50%$937K0.52%3,142−25.0%
53CWBSPDR SERIES TRUST$105.23-4.04%$935K0.52%1,390−12.0%
54METAMETA PLATFORMS INC$593.00-5.51%$933K0.51%960−37.1%
55FDECFIRST TR EXCHNG TRADED FD VI$53.91-1.12%$933K0.51%1,617−7.9%
56FMARFIRST TR EXCHNG TRADED FD VI$51.83-0.85%$930K0.51%+19,171NEW
57USDUWISDOMTREE TR$26.480.84%$928K0.51%+35,261NEW
58CATCATERPILLAR INC$904.28-3.85%$927K0.51%73−5.3%
59FNOVFIRST TR EXCHNG TRADED FD VI$57.85-1.04%$927K0.51%1,359−7.3%
60ROIVROIVANT SCIENCES LTD$28.58-3.22%$925K0.51%874−2.6%
61SHYISHARES TR$81.86-0.21%$923K0.51%+11,180NEW
62QLCFLEXSHARES TR$88.31-2.57%$920K0.51%481−3.9%
63DXJWISDOMTREE TR$169.25-2.44%$913K0.50%+5,760NEW
64VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%$908K0.50%1,065−6.0%
65FOCTFIRST TR EXCHNG TRADED FD VI$51.78-1.05%$906K0.50%1,687−8.2%
66XJUNFIRST TR EXCHNG TRADED FD VI$44.25-0.08%$900K0.50%+20,947NEW
67FSEPFIRST TR EXCHNG TRADED FD VI$54.51-0.97%$889K0.49%1,484−7.7%
68HWMHOWMET AEROSPACE INC$251.901.03%$866K0.48%+3,757NEW
69GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$863K0.48%+8+0.8%
70LQDISHARES TR$108.17-0.62%$856K0.47%379−4.6%
71CGMUCAPITAL GRP FIXED INCM ETF T$27.38-0.18%$845K0.47%968−3.0%
72XLESELECT SECTOR SPDR TR$57.67-1.84%$842K0.46%+13,746NEW
73ENSGENSIGN GROUP INC$170.303.66%$804K0.44%107−2.6%
74XBISPDR SERIES TRUST$128.67-3.56%$801K0.44%+6,271NEW
75DYNFBLACKROCK ETF TRUST$65.88-2.95%$800K0.44%3,978−22.4%
76RGLORUSSELL INVTS EXCHANGE TRADE$32.13-2.21%$796K0.44%+1,331+5.1%
77DBPINVESCO DB MULTI-SECTOR COMM$101.06-4.55%$795K0.44%+555+8.3%
78XOMEXXON MOBIL CORP$149.92-1.39%$790K0.44%+455+10.8%
79CGHMCAPITAL GRP FIXED INCM ETF T$25.70-0.16%$788K0.43%1,057−3.3%
80TPRTAPESTRY INC$140.10-0.26%$779K0.43%+5,523NEW
81GUNRFLEXSHARES TR$52.39-3.54%$773K0.43%+7,080+102.0%
82RPVINVESCO EXCHANGE TRADED FD T$113.97-0.46%$762K0.42%+7,098NEW
83NRGNRG ENERGY INC$129.20-3.14%$761K0.42%4,846−48.2%
84COMTISHARES U S ETF TR$33.51-2.10%$757K0.42%+22,383NEW
85VLUEISHARES TR$191.92-4.16%$752K0.41%+5,292NEW
86FNFABRINET$621.25-13.09%$744K0.41%+1,427NEW
87IEMGISHARES INC$78.63-6.40%$737K0.41%2,508−19.2%
88CNXCNX RES CORP$33.59-1.29%$727K0.40%447−2.3%
89XLISELECT SECTOR SPDR TR$174.18-1.12%$725K0.40%4,097−47.8%
90ELANELANCO ANIMAL HEALTH INC$23.63-4.37%$719K0.40%+30,027NEW
91BSVVANGUARD BD INDEX FDS$77.60-0.26%$715K0.39%2,334−20.4%
92EEMISHARES TR$64.59-6.53%$699K0.39%+12,315NEW
93SGISOMNIGROUP INTERNATIONAL INC$68.01-2.33%$697K0.38%160−1.7%
94SKORFLEXSHARES TR$48.21-0.39%$683K0.38%+1,476+11.7%
95EZUISHARES INC$67.63-2.42%$679K0.37%+1,817+20.1%
96GOVTISHARES TR$22.61-0.35%$674K0.37%+29,412NEW
97PMPHILIP MORRIS INTL INC$178.291.89%$673K0.37%+297+7.9%
98GJUNFIRST TR EXCHNG TRADED FD VI$41.06-0.06%$670K0.37%+16,998NEW
99EFVISHARES TR$76.90-1.91%$666K0.37%3,958−30.6%
100SLVISHARES SILVER TR$61.57-8.08%$655K0.36%3,318−25.7%
101TLTDFLEXSHARES TR$647K0.36%1,744−20.2%
102GMGENERAL MTRS CO$645K0.36%+8,651NEW
103XJULFIRST TR EXCHNG TRADED FD VI$641K0.35%+16,470NEW
104WMTWALMART INC$639K0.35%+127+2.5%
105MTZMASTEC INC$632K0.35%+1,965NEW
106DJUNFIRST TR EXCHNG TRADED FD VI$626K0.35%+13,315NEW
107NEENEXTERA ENERGY INC$605K0.33%+3,076+89.5%
108IBKRINTERACTIVE BROKERS GROUP IN$601K0.33%+8,967NEW
109IEVISHARES TR$595K0.33%+688+8.5%
110CGDVCAPITAL GROUP DIVIDEND VALUE$578K0.32%763−5.3%
111MBBISHARES TR$574K0.32%+53+0.9%
112TILTFLEXSHARES TR$563K0.31%13−0.6%
113KOCOCA COLA CO$554K0.31%+87+1.2%
114ALBALBEMARLE CORP$550K0.30%+3,065NEW
115HDHOME DEPOT INC$546K0.30%+46+2.9%
116XAUGFIRST TR EXCHNG TRADED FD VI$544K0.30%+14,667NEW
117UALUNITED AIRLS HLDGS INC$534K0.29%112−1.9%
118TLHISHARES TR$532K0.29%131−2.4%
119LLYELI LILLY & CO$530K0.29%15−2.5%
120PGPROCTER & GAMBLE CO$528K0.29%+86+2.4%
121EBAYEBAY INC.$514K0.28%137−2.4%
122SHVISHARES TR$510K0.28%+607+15.1%
123GVIISHARES TR$505K0.28%+608+14.7%
124EVREVERCORE INC$500K0.28%34−2.0%
125EWXSPDR INDEX SHS FDS$499K0.27%+900+13.6%
126GOOGLALPHABET INC$491K0.27%+395+30.1%
127TSMTAIWAN SEMICONDUCTOR MANUFAC$488K0.27%9−0.6%
128FJUNFIRST TR EXCHNG TRADED FD VI$483K0.27%+8,556NEW
129ABBVABBVIE INC$482K0.27%+138+6.6%
130COPCONOCOPHILLIPS$473K0.26%+23+0.6%
131TAT&T INC$467K0.26%+1,293+8.7%
132CGUSCAPITAL GROUP CORE EQUITY ET$467K0.26%905−6.9%
133CVXCHEVRON CORPORATION$466K0.26%+201+9.8%
134TSLATESLA INC$465K0.26%838−40.1%
135CGGECAPITAL GROUP GLOBAL EQUITY$462K0.25%1,126−6.9%
136XSEPFIRST TR EXCHNG TRADED FD VI$458K0.25%+10,928NEW
137MCDMCDONALDS CORP$456K0.25%+22+1.5%
138VZVERIZON COMMUNICATIONS INC$441K0.24%385−4.2%
139COSTCOSTCO WHOLESALE CORPORATION$437K0.24%+64+17.1%
140GEGE AEROSPACE$436K0.24%+22+1.5%
141PHPARKER-HANNIFIN CORP$428K0.24%+5+1.1%
142NFRAFLEXSHARES TR$428K0.24%2,542−27.5%
143EFGISHARES TR$427K0.24%+3,830NEW
144SOSOUTHERN CO$424K0.23%+87+2.0%
145HCMTDIREXION SHARES ETF TRUST$423K0.23%552−4.4%
146BLKBLACKROCK INC$417K0.23%+13+3.1%
147CSCOCISCO SYS INC$408K0.23%+122+2.4%
148LNGCHENIERE ENERGY INC$405K0.22%+1,427NEW
149BAIBLACKROCK ETF TRUST$405K0.22%39−0.3%
150QUALISHARES TR$397K0.22%116−5.3%
151PLDPROLOGIS INC.$385K0.21%+15+0.5%
152KTOSKRATOS DEFENSE & SEC SOLUTIO$383K0.21%+5,433NEW
153AMLPALPS ETF TR$383K0.21%8,030−52.5%
154CGDGCAPITAL GROUP DIVIDEND GROWE$378K0.21%530−4.8%
155IAGGISHARES TR$377K0.21%+118+1.6%
156VMBSVANGUARD SCOTTSDALE FDS$373K0.21%2,006−20.2%
157TLTEFLEXSHARES TR$370K0.20%+381+7.4%
158DEDEERE & CO$367K0.20%+62+10.5%
159QQHNORTHERN LTS FD TR III$361K0.20%72−1.4%
160THROBLACKROCK ETF TRUST$360K0.20%257−2.5%
161RINTRUSSELL INVTS EXCHANGE TRADE$351K0.19%+1,236+11.4%
162RTXRTX CORPORATION$350K0.19%146−7.4%
163NOCNORTHROP GRUMMAN CORP$349K0.19%+15+3.0%
164BIVVANGUARD BD INDEX FDS$348K0.19%1,148−20.3%
165UNHUNITEDHEALTH GROUP INC$343K0.19%+13+1.0%
166LGHNORTHERN LTS FD TR III$342K0.19%96−1.6%
167BRK/BBERKSHIRE HATHAWAY INC DEL$339K0.19%+9+1.3%
168BINCBLACKROCK ETF TRUST II$329K0.18%2,038−24.3%
169MDTMEDTRONIC PLC$325K0.18%+1,427+61.3%
170CGSMCAPITAL GRP FIXED INCM ETF T$325K0.18%+89+0.7%
171BLVVANGUARD BD INDEX FDS$318K0.18%1,185−20.4%
172QQQINVESCO QQQ TR$317K0.17%1,725−75.9%
173VISVANGUARD WORLD FD$305K0.17%HELD
174WMBWILLIAMS COS INC$301K0.17%+4,142NEW
175BFCBANK FIRST CORP$297K0.16%HELD
176IDEFBLACKROCK ETF TRUST$294K0.16%+8,979NEW
177VVISA INC$290K0.16%+205+27.2%
178SCHGSCHWAB STRATEGIC TR$289K0.16%HELD
179MRKMERCK & CO INC$287K0.16%+203+9.3%
180AZNASTRAZENECA PLC$282K0.16%+1,432NEW
181BLCRBLACKROCK ETF TRUST$282K0.16%+6,863NEW
182ICLNISHARES TR$276K0.15%+15,063NEW
183DUKDUKE ENERGY CORP NEW$272K0.15%+35+1.7%
184LVHILEGG MASON ETF INVT$272K0.15%14,876−68.9%
185ASHRDBX ETF TR$264K0.15%+8,086NEW
186TMUST-MOBILE US INC$263K0.15%+14+1.1%
187RAVIFLEXSHARES TR$262K0.14%768−18.1%
188QCOMQUALCOMM INC$259K0.14%+551+37.6%
189GQREFLEXSHARES TR$254K0.14%1,428−25.2%
190BACBANK AMERICA CORP$252K0.14%+275+5.6%
191REMGRUSSELL INVTS EXCHANGE TRADE$248K0.14%+527+7.0%
192KLACKLA CORP$244K0.13%+166NEW
193VRIGINVESCO ACTIVELY MANAGED EXC$238K0.13%+9,509NEW
194KMIKINDER MORGAN INC DEL$236K0.13%+7,046NEW
195TJXTJX COS INC NEW$236K0.13%+48+3.4%
196AGNCAGNC INVT CORP$235K0.13%+3,790+19.3%
197AFLAFLAC INC$234K0.13%+8+0.4%
198GDXVANECK ETF TRUST$231K0.13%+2,522NEW
199MCKMCKESSON CORP$230K0.13%2−0.7%
200IBMINTERNATIONAL BUSINESS MACHS$230K0.13%2,112−69.0%
201CCITIGROUP INC$228K0.13%2−0.1%
202TXNTEXAS INSTRS INC$227K0.13%+1,169NEW
203MSMORGAN STANLEY$224K0.12%+1,361NEW
204PNCPNC FINL SVCS GROUP INC$223K0.12%+1,073NEW
205ABTABBOTT LABORATORIES$221K0.12%161−7.0%
206HONHONEYWELL INTL INC$221K0.12%+978NEW
207TTETOTALENERGIES SE$217K0.12%+2,385NEW
208IBNICICI BANK LIMITED$210K0.12%+8,091NEW
209VDCVANGUARD WORLD FD$209K0.12%+932NEW
210METMETLIFE INC$208K0.11%+50+1.7%
211WELLWELLTOWER INC$208K0.11%+1,051NEW
212KRKROGER CO$206K0.11%+2,848NEW
213MAMASTERCARD INCORPORATED$206K0.11%1,122−73.1%
214LNTALLIANT ENERGY CORP$204K0.11%+2,841NEW
215CGGOCAPITAL GROUP GBL GROWTH EQT$204K0.11%598−8.9%
216MUMICRON TECHNOLOGY INC$200K0.11%+592NEW
217EMBISHARES TR11,095EXITED
218IVTINVENTRUST PPTYS CORP36,562EXITED
219TTTRANE TECHNOLOGIES PLC2,437EXITED
220RCLROYAL CARIBBEAN GROUP3,383EXITED
221FAUGFIRST TR EXCHNG TRADED FD VI17,464EXITED
222FJULFIRST TR EXCHNG TRADED FD VI15,734EXITED
223VEUVANGUARD INTL EQUITY INDEX F11,496EXITED
224CEGCONSTELLATION ENERGY CORP2,384EXITED
225GDECFIRST TR EXCHNG TRADED FD VI22,213EXITED
226VSTVISTRA CORP4,793EXITED
227STIPISHARES TR7,452EXITED
228OEFISHARES TR2,215EXITED
229AXONAXON ENTERPRISE INC1,171EXITED
230IGFISHARES TR10,770EXITED
231HLIHOULIHAN LOKEY INC3,672EXITED
232XAPRFIRST TR EXCHNG TRADED FD VI16,331EXITED
233XMARFIRST TR EXCHNG TRADED FD VI13,853EXITED
234DWXSPDR INDEX SHS FDS12,515EXITED
235DAPRFIRST TR EXCHNG TRADED FD VI12,996EXITED
236GAPRFIRST TR EXCHNG TRADED FD VI12,644EXITED
237PANWPALO ALTO NETWORKS INC2,659EXITED
238XLFSELECT SECTOR SPDR TR8,881EXITED
239NANRSPDR INDEX SHS FDS7,093EXITED
240GMARFIRST TR EXCHNG TRADED FD VI11,056EXITED
241FAPRFIRST TR EXCHNG TRADED FD VI9,812EXITED
242DMARFIRST TR EXCHNG TRADED FD VI10,279EXITED
243IAUISHARES GOLD TR4,124EXITED
244NSCNORFOLK SOUTHN CORP1,074EXITED
245IGEISHARES TR5,657EXITED
246ILFISHARES TR9,115EXITED
247ACWIISHARES TR1,526EXITED
248VNQIVANGUARD INTL EQUITY INDEX F4,559EXITED
249AZNNASTRAZENECA PLC2,250EXITED

Source: SEC EDGAR · accession 0001511739-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.