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Putney Financial Group’s VirnetX Holding Corp VHC Stock Holding History

Putney Financial Group’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
2025
Q3 		– Sell
-72
Closed -$781 – 270
2025
Q2 		$781 Hold
72
– – ﹤0.01% 276
2025
Q1 		$532 Hold
72
– – ﹤0.01% 271
2024
Q4 		$565 Buy
+72
New +$419 ﹤0.01% 290

Other funds holding VHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Putney Financial Group's VHC Position: Q3 2025 in Review

Putney Financial Group sold out of VirnetX Holding Corp (VHC) in Q3 2025, closing a stake of 72 shares — an estimated $781 sold.

Putney Financial Group first reported a position in VHC in Q4 2024 and held it in 3 quarters. The position peaked at $781 in Q2 2025. 28 funds tracked by Wall St. Rank hold VHC as of Q3 2025.

  • Putney Financial Group reported no remaining VirnetX Holding Corp position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 72 VirnetX Holding Corp shares in Q3 2025, an estimated $781.
  • Putney Financial Group first reported a position in VirnetX Holding Corp in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's VirnetX Holding Corp position peaked at $781 in Q2 2025.
  • 28 funds tracked by Wall St. Rank held VirnetX Holding Corp as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.