ORG Wealth Partners
AEG icon

ORG Wealth Partners’s Aegon AEG Stock Holding History

ORG 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
Q3 		$2.51K Sell
291
-185
-39% -$1.68K ﹤0.01% 1258
2026
Q2 		$4.02K Sell
476
-49
-9% -$404 ﹤0.01% 597
2026
Q1 		$3.81K Buy
525
+45
+9% +$335 ﹤0.01% 564
2025
Q4 		$3.7K Hold
480
– – ﹤0.01% 536
2025
Q3 		$3.83K Hold
480
– – ﹤0.01% 547
2025
Q2 		$3.48K Sell
480
-31
-6% -$207 ﹤0.01% 575
2025
Q1 		$3.38K Hold
511
– – ﹤0.01% 647
2024
Q4 		$3.01K Hold
511
– – ﹤0.01% 456
2024
Q3 		$3.26K Buy
+511
New +$3.16K ﹤0.01% 431

Other funds holding AEG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ORG Wealth Partners's AEG Position: Q3 2026 in Review

ORG Wealth Partners reduced its Aegon (AEG) stake by 39% in Q3 2026, selling an estimated $1.68K and leaving 291 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

ORG Wealth Partners first reported a position in AEG in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.02K in Q2 2026. 228 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

  • ORG Wealth Partners held 291 shares of Aegon worth $2.51K as of Q3 2026.
  • ORG Wealth Partners sold 185 Aegon shares in Q3 2026, an estimated $1.68K.
  • Aegon made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #1258 holding.
  • ORG Wealth Partners first reported a position in Aegon in Q3 2024 and has held it in 9 quarters since.
  • ORG Wealth Partners's Aegon position peaked at $4.02K in Q2 2026.
  • 228 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.