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Elevation Wealth Partners’s Aegon AEG Stock Holding History

Elevation Wealth Partners’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 		$8.65K Buy
+1,025
New +$8.45K ﹤0.01% 850

Other funds holding AEG

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TH
Transmarket Holdings Chicago, Illinois $136M AUM
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Elevation Wealth Partners's AEG Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Aegon (AEG) in Q2 2026: 1,025 shares worth $8.65K. The stake represents ﹤0.01% of the portfolio and ranks #850 among its holdings.

91 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Elevation Wealth Partners held 1,025 shares of Aegon worth $8.65K as of Q2 2026.
  • Aegon was a new Elevation Wealth Partners position in Q2 2026.
  • Aegon made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #850 holding.
  • 91 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.