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Integrated Wealth Concepts’s VirnetX Holding Corp VHC Stock Holding History

Integrated Wealth Concepts’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
Q2 		$7.38K Buy
+581
New +$8.13K ﹤0.01% 4744
2023
Q4 		– Sell
-3,910
Closed -$19.9K – 1669
2023
Q3 		$19.9K Sell
3,910
-820
-17% -$6.34K ﹤0.01% 1539
2023
Q2 		$44K Buy
4,730
+650
+16% +$7.98K ﹤0.01% 1521
2023
Q1 		$107K Buy
+4,080
New +$132K ﹤0.01% 1276

Other funds holding VHC

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Integrated Wealth Concepts's VHC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in VirnetX Holding Corp (VHC) in Q2 2026: 581 shares worth $7.38K. The stake represents ﹤0.01% of the portfolio and ranks #4744 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in VHC as recently as Q3 2023.

Integrated Wealth Concepts first reported a position in VHC in Q1 2023 and has held it in 4 quarters since. The position peaked at $107K in Q1 2023. 30 funds tracked by Wall St. Rank hold VHC as of Q2 2026.

  • Integrated Wealth Concepts held 581 shares of VirnetX Holding Corp worth $7.38K as of Q2 2026.
  • VirnetX Holding Corp was a new Integrated Wealth Concepts position in Q2 2026.
  • VirnetX Holding Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4744 holding.
  • Integrated Wealth Concepts first reported a position in VirnetX Holding Corp in Q1 2023 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's VirnetX Holding Corp position peaked at $107K in Q1 2023.
  • 30 funds tracked by Wall St. Rank held VirnetX Holding Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.