GeoWealth Management’s Aegon AEG Stock Holding History

GeoWealth Management’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	$89.2K	Sell	10,572 -2,830	-21%	-$23.3K	﹤0.01%	840
2026 Q1	$97.3K	Buy	13,402 +2,796	+26%	+$20.8K	﹤0.01%	791
2025 Q4	$81.8K	Buy	10,606 +36	+0.3%	+$275	﹤0.01%	727
2025 Q3	$84.5K	Sell	10,570 -130	-1%	-$971	﹤0.01%	731
2025 Q2	$77.5K	Sell	10,700 -2,524	-19%	-$16.9K	﹤0.01%	868
2025 Q1	$87.1K	Buy	13,224 +188	+1%	+$1.2K	﹤0.01%	815
2024 Q4	$76.8K	Buy	13,036 +4,721	+57%	+$29.6K	﹤0.01%	1037
2024 Q3	$53.1K	Sell	8,315 -3,060	-27%	-$18.9K	﹤0.01%	1055
2024 Q2	$69.7K	Buy	+11,375	New	+$71.8K	﹤0.01%	795

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

GeoWealth Management's AEG Position: Q2 2026 in Review

GeoWealth Management reduced its Aegon (AEG) stake by 21% in Q2 2026, selling an estimated $23.3K and leaving 10,572 shares worth $89.2K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

GeoWealth Management first reported a position in AEG in Q2 2024 and has held it in 9 quarters since. The position peaked at $97.3K in Q1 2026. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

GeoWealth Management held 10,572 shares of Aegon worth $89.2K as of Q2 2026.
GeoWealth Management sold 2,830 Aegon shares in Q2 2026, an estimated $23.3K.
Aegon made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #840 holding.
GeoWealth Management first reported a position in Aegon in Q2 2024 and has held it in 9 quarters since.
GeoWealth Management's Aegon position peaked at $97.3K in Q1 2026.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.