DiNuzzo Private Wealth’s F&G Annuities & Life FG Stock Holding History

DiNuzzo Private Wealth’s Portfolio FG Stock Details FG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$373	Buy	14 +11	+367%	+$301	﹤0.01%	1169
2026 Q1	$76	Sell	3 -5	-63%	-$130	﹤0.01%	1288
2025 Q4	$247	Sell	8 -2	-20%	-$63	﹤0.01%	1234
2025 Q3	$346	Buy	10 +2	+25%	+$66	﹤0.01%	1176
2025 Q2	$256	Buy	8 +2	+33%	+$66	﹤0.01%	1210
2025 Q1	$217	Hold	6	–	–	﹤0.01%	1225
2024 Q4	$249	Hold	6	–	–	﹤0.01%	1247
2024 Q3	$269	Hold	6	–	–	﹤0.01%	1262
2024 Q2	$229	Buy	+6	New	+$235	﹤0.01%	1245

Other funds holding FG

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return