Forum Financial Management’s VirnetX Holding Corp VHC Stock Holding History

Forum Financial Management’s Portfolio VHC Stock Details VHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$244K	Hold	17,321	–	–	﹤0.01%	282
2025 Q4	$289K	Hold	17,321	–	–	﹤0.01%	767
2025 Q3	$312K	Hold	17,321	–	–	﹤0.01%	716
2025 Q2	$188K	Hold	17,321	–	–	﹤0.01%	915
2025 Q1	$128K	Hold	17,321	–	–	﹤0.01%	840
2024 Q4	$136K	Hold	17,321	–	–	﹤0.01%	865
2024 Q3	$122K	Hold	17,321	–	–	﹤0.01%	745
2024 Q2	$118K	Sell	17,321 -625	-3%	-$3.16K	﹤0.01%	695
2024 Q1	$114K	Hold	17,946	–	–	﹤0.01%	728
2023 Q4	$126K	Buy	+17,946	New	+$115K	﹤0.01%	668
2023 Q3	–	Sell	-17,947	Closed	-$167K	–	677
2023 Q2	$167K	Buy	+17,947	New	+$220K	﹤0.01%	624

Other funds holding VHC

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

WJWM

Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Forum Financial Management's VHC Position: Q1 2026 in Review

Forum Financial Management held its VirnetX Holding Corp (VHC) position steady in Q1 2026 at 17,321 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Forum Financial Management first reported a position in VHC in Q2 2023 and has held it in 11 quarters since. The position peaked at $312K in Q3 2025. 29 funds tracked by Wall St. Rank hold VHC as of Q1 2026.

Forum Financial Management held 17,321 shares of VirnetX Holding Corp worth $244K as of Q1 2026.
Forum Financial Management left its VirnetX Holding Corp share count unchanged in Q1 2026.
VirnetX Holding Corp made up ﹤0.01% of Forum Financial Management's portfolio in Q1 2026, its #282 holding.
Forum Financial Management first reported a position in VirnetX Holding Corp in Q2 2023 and has held it in 11 quarters since.
Forum Financial Management's VirnetX Holding Corp position peaked at $312K in Q3 2025.
29 funds tracked by Wall St. Rank held VirnetX Holding Corp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.