CWM
AEG icon

Copia Wealth Management’s Aegon AEG Stock Holding History

Copia Wealth Management’s Portfolio AEG Stock Details AEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.3K Hold
1,575
– – 0.01% 317
2026
Q1 		$11.4K Hold
1,575
– – 0.01% 311
2025
Q4 		$12.1K Hold
1,575
– – 0.01% 305
2025
Q3 		$12.6K Hold
1,575
– – 0.01% 298
2025
Q2 		$11.4K Hold
1,575
– – 0.01% 276
2025
Q1 		$10.4K Hold
1,575
– – 0.01% 273
2024
Q4 		$9.28K Buy
+1,575
New +$9.87K 0.01% 270

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Copia Wealth Management's AEG Position: Q2 2026 in Review

Copia Wealth Management held its Aegon (AEG) position steady in Q2 2026 at 1,575 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #317.

Copia Wealth Management first reported a position in AEG in Q4 2024 and has held it in 7 quarters since. 309 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Copia Wealth Management held 1,575 shares of Aegon worth $13.3K as of Q2 2026.
  • Copia Wealth Management left its Aegon share count unchanged in Q2 2026.
  • Aegon made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #317 holding.
  • Copia Wealth Management first reported a position in Aegon in Q4 2024 and has held it in 7 quarters since.
  • 309 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.