CrossGen Wealth’s Aegon AEG Stock Holding History

CrossGen Wealth’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	$793	Hold	94	–	–	﹤0.01%	202
2026 Q1	$682	Hold	94	–	–	﹤0.01%	188
2025 Q4	$725	Buy	+94	New	+$719	﹤0.01%	185

Other funds holding AEG

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CrossGen Wealth's AEG Position: Q2 2026 in Review

CrossGen Wealth held its Aegon (AEG) position steady in Q2 2026 at 94 shares worth $793. The position accounts for ﹤0.01% of the portfolio, ranked #202.

CrossGen Wealth first reported a position in AEG in Q4 2025 and has held it in 3 quarters since. 308 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

CrossGen Wealth held 94 shares of Aegon worth $793 as of Q2 2026.
CrossGen Wealth left its Aegon share count unchanged in Q2 2026.
Aegon made up ﹤0.01% of CrossGen Wealth's portfolio in Q2 2026, its #202 holding.
CrossGen Wealth first reported a position in Aegon in Q4 2025 and has held it in 3 quarters since.
308 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.