GI
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GAMMA Investing’s Aegon AEG Stock Holding History

GAMMA Investing’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
Q3 		$120K Buy
13,943
+2,033
+17% +$18.5K ﹤0.01% 1739
2026
Q2 		$101K Buy
11,910
+4,415
+59% +$36.4K ﹤0.01% 1800
2026
Q1 		$54.4K Buy
7,495
+162
+2% +$1.21K ﹤0.01% 2127
2025
Q4 		$56.5K Sell
7,333
-192
-3% -$1.47K ﹤0.01% 1991
2025
Q3 		$60.1K Buy
7,525
+1,384
+23% +$10.3K ﹤0.01% 1861
2025
Q2 		$44.5K Buy
6,141
+225
+4% +$1.5K ﹤0.01% 2008
2025
Q1 		$39K Sell
5,916
-593
-9% -$3.79K ﹤0.01% 1971
2024
Q4 		$38.3K Buy
6,509
+1,234
+23% +$7.74K ﹤0.01% 1857
2024
Q3 		$33.7K Buy
5,275
+181
+4% +$1.12K ﹤0.01% 1764
2024
Q2 		$31.2K Buy
5,094
+2,256
+79% +$14.2K ﹤0.01% 1544
2024
Q1 		$17.2K Buy
2,838
+1,658
+141% +$9.65K ﹤0.01% 1747
2023
Q4 		$6.82K Buy
+1,180
New +$6.13K ﹤0.01% 2088

Other funds holding AEG

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing's AEG Position: Q3 2026 in Review

GAMMA Investing increased its Aegon (AEG) stake by 17% in Q3 2026, buying an estimated $18.5K and bringing the position to 13,943 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

GAMMA Investing first reported a position in AEG in Q4 2023 and has held it in 12 quarters since. 12 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

  • GAMMA Investing held 13,943 shares of Aegon worth $120K as of Q3 2026.
  • GAMMA Investing bought 2,033 Aegon shares in Q3 2026, an estimated $18.5K.
  • Aegon made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1739 holding.
  • GAMMA Investing first reported a position in Aegon in Q4 2023 and has held it in 12 quarters since.
  • 12 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.