Highline Wealth Partners’s Aegon AEG Stock Holding History

Highline 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	$861	Hold	102	–	–	﹤0.01%	1290
2026 Q1	$741	Hold	102	–	–	﹤0.01%	1183
2025 Q4	$786	Hold	102	–	–	﹤0.01%	940
2025 Q3	$815	Hold	102	–	–	﹤0.01%	949
2025 Q2	$738	Hold	102	–	–	﹤0.01%	757
2025 Q1	$672	Buy	+102	New	+$652	﹤0.01%	805

Other funds holding AEG

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return