AWE
VG icon

Avidian Wealth Enterprises’s Venture Global Inc VG Stock Holding History

Avidian Wealth Enterprises’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$186K Sell
14,688
-5,188
-26% -$70.7K 0.01% 728
2026
Q2 		$221K Buy
+19,876
New +$252K 0.01% 672

Other funds holding VG

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Avidian Wealth Enterprises's VG Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Venture Global Inc (VG) stake by 26% in Q3 2026, selling an estimated $70.7K and leaving 14,688 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #728.

Avidian Wealth Enterprises first reported a position in VG in Q2 2026 and has held it in 2 quarters since. The position peaked at $221K in Q2 2026. 11 funds tracked by Wall St. Rank hold VG as of Q3 2026.

  • Avidian Wealth Enterprises held 14,688 shares of Venture Global Inc worth $186K as of Q3 2026.
  • Avidian Wealth Enterprises sold 5,188 Venture Global Inc shares in Q3 2026, an estimated $70.7K.
  • Venture Global Inc made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #728 holding.
  • Avidian Wealth Enterprises first reported a position in Venture Global Inc in Q2 2026 and has held it in 2 quarters since.
  • Avidian Wealth Enterprises's Venture Global Inc position peaked at $221K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Venture Global Inc as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.