Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-15,921
Closed -$115K 1573
2025
Q2
$115K Sell
15,921
-222
-1% -$1.48K ﹤0.01% 1555
2025
Q1
$106K Sell
16,143
-181
-1% -$1.16K ﹤0.01% 1599
2024
Q4
$96.1K Sell
16,324
-31
-0.2% -$194 ﹤0.01% 1656
2024
Q3
$105K Sell
16,355
-27
-0.2% -$167 ﹤0.01% 1829
2024
Q2
$100K Sell
16,382
-900
-5% -$5.68K ﹤0.01% 1826
2024
Q1
$105K Buy
17,282
+5,324
+45% +$31K ﹤0.01% 1845
2023
Q4
$68.9K Buy
+11,958
New +$62.2K ﹤0.01% 1860
2023
Q1
Sell
-16,857
Closed -$85K 1912
2022
Q4
$85K Sell
16,857
-407
-2% -$1.89K ﹤0.01% 1880
2022
Q3
$68K Sell
17,264
-52,147
-75% -$227K ﹤0.01% 1862
2022
Q2
$297K Sell
69,411
-9,691
-12% -$48.1K ﹤0.01% 1779
2022
Q1
$400K Sell
79,102
-30,284
-28% -$153K ﹤0.01% 1759
2021
Q4
$517K Sell
109,386
-1,440
-1% -$6.74K ﹤0.01% 1675
2021
Q3
$540K Sell
110,826
-92,673
-46% -$402K ﹤0.01% 1712
2021
Q2
$789K Sell
203,499
-27,747
-12% -$118K ﹤0.01% 1616
2021
Q1
$1.01M Sell
231,246
-159,766
-41% -$669K 0.01% 1398
2020
Q4
$1.43M Sell
391,012
-69,314
-15% -$212K 0.01% 1152
2020
Q3
$1.09M Sell
460,326
-60,709
-12% -$161K 0.01% 1173
2020
Q2
$1.41M Sell
521,035
-32,053
-6% -$78.8K 0.01% 1042
2020
Q1
$1.27M Sell
553,088
-21,453
-4% -$71.5K 0.01% 989
2019
Q4
$2.4M Buy
574,541
+25,726
+5% +$105K 0.02% 973
2019
Q3
$2.09M Sell
548,815
-24,228
-4% -$96.5K 0.02% 995
2019
Q2
$2.52M Sell
573,043
-40,347
-7% -$172K 0.02% 955
2019
Q1
$2.52M Sell
613,390
-74,251
-11% -$324K 0.02% 969
2018
Q4
$2.74M Buy
687,641
+32,681
+5% +$159K 0.02% 885
2018
Q3
$3.61M Buy
654,960
+110,507
+20% +$574K 0.02% 916
2018
Q2
$2.69M Buy
544,453
+121,994
+29% +$672K 0.02% 1069
2018
Q1
$2.33M Buy
422,459
+158,199
+60% +$872K 0.01% 1528
2017
Q4
$1.35M Buy
264,260
+226,607
+602% +$1.1M ﹤0.01% 1912
2017
Q3
$177K Buy
37,653
+2,409
+7% +$10.9K ﹤0.01% 2622
2017
Q2
$143K Sell
35,244
-1,424
-4% -$5.57K ﹤0.01% 2672
2017
Q1
$145K Sell
36,668
-38,074
-51% -$161K ﹤0.01% 2667
2016
Q4
$318K Sell
74,742
-1,240
-2% -$4.62K ﹤0.01% 2568
2016
Q3
$226K Buy
75,982
+6,213
+9% +$18.5K ﹤0.01% 2627
2016
Q2
$208K Sell
69,769
-67,192
-49% -$253K ﹤0.01% 2661
2016
Q1
$541K Sell
136,961
-136,587
-50% -$528K ﹤0.01% 2336
2015
Q4
$1.11M Buy
273,548
+22,876
+9% +$97.5K ﹤0.01% 2049
2015
Q3
$1.04M Sell
250,672
-14,830
-6% -$71.7K ﹤0.01% 2075
2015
Q2
$1.38M Sell
265,502
-808
-0.3% -$4.38K ﹤0.01% 2038
2015
Q1
$1.46M Buy
266,310
+58,109
+28% +$304K ﹤0.01% 2032
2014
Q4
$1.08M Buy
208,201
+155,636
+296% +$839K ﹤0.01% 2162
2014
Q3
$298K Buy
+52,565
New +$297K ﹤0.01% 2729

Other funds holding AEG

Guggenheim Capital's AEG Position: Q3 2025 in Review

Guggenheim Capital sold out of Aegon (AEG) in Q3 2025, closing a stake of 15,921 shares — an estimated $115K sold.

Guggenheim Capital first reported a position in AEG in Q3 2014 and held it in 41 quarters. The position peaked at $3.61M in Q3 2018. 281 funds tracked by Wall St. Rank hold AEG as of Q3 2025.

  • Guggenheim Capital reported no remaining Aegon position as of Q3 2025 after selling out during the quarter.
  • Guggenheim Capital sold 15,921 Aegon shares in Q3 2025, an estimated $115K.
  • Guggenheim Capital first reported a position in Aegon in Q3 2014 and held it in 41 quarters.
  • Guggenheim Capital's Aegon position peaked at $3.61M in Q3 2018.
  • 281 funds tracked by Wall St. Rank held Aegon as of Q3 2025.

Based on Guggenheim Capital's 13F filing for Q3 2025, filed 13 Nov 2025.