Principia Wealth Advisory’s Aegon AEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$694 Sell
90
-1
-1% -$8 ﹤0.01% 759
2025
Q3
$727 Buy
91
+59
+184% +$441 ﹤0.01% 723
2025
Q2
$232 Buy
+32
New +$214 ﹤0.01% 878

Other funds holding AEG

Principia Wealth Advisory's AEG Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Aegon (AEG) stake by 1.1% in Q4 2025, selling an estimated $8 and leaving 90 shares worth $694. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Principia Wealth Advisory first reported a position in AEG in Q2 2025 and has held it in 3 quarters since. The position peaked at $727 in Q3 2025. 300 funds tracked by Wall St. Rank hold AEG as of Q4 2025.

  • Principia Wealth Advisory held 90 shares of Aegon worth $694 as of Q4 2025.
  • Principia Wealth Advisory sold 1 Aegon share in Q4 2025, an estimated $8.
  • Aegon made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #759 holding.
  • Principia Wealth Advisory first reported a position in Aegon in Q2 2025 and has held it in 3 quarters since.
  • Principia Wealth Advisory's Aegon position peaked at $727 in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Aegon as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.