Spire Wealth Management’s Aegon AEG Stock Holding History

Spire Wealth Management’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
2025 Q4	–	Sell	-258	Closed	-$2.06K	–	2299
2025 Q3	$2.06K	Hold	258	–	–	﹤0.01%	2157
2025 Q2	$1.87K	Hold	258	–	–	﹤0.01%	2186
2025 Q1	$1.7K	Hold	258	–	–	﹤0.01%	2309
2024 Q4	$1.52K	Buy	+258	New	+$1.62K	﹤0.01%	2303
2023 Q4	–	Sell	-8,718	Closed	-$41.8K	–	2359
2023 Q3	$41.8K	Sell	8,718 -230	-3%	-$1.19K	﹤0.01%	1225
2023 Q2	$45.4K	Hold	8,948	–	–	﹤0.01%	1235
2023 Q1	$38.5K	Buy	8,948 +3,078	+52%	+$15.6K	﹤0.01%	1313
2022 Q4	$30K	Hold	5,870	–	–	﹤0.01%	1189
2022 Q3	$23K	Sell	5,870 -11,553	-66%	-$50.3K	﹤0.01%	1270
2022 Q2	$75K	Sell	17,423 -9,193	-35%	-$45.6K	﹤0.01%	1141
2022 Q1	$135K	Sell	26,616 -264	-1%	-$1.33K	﹤0.01%	1061
2021 Q4	$127K	Buy	26,880 +264	+1%	+$1.24K	﹤0.01%	1303
2021 Q3	$130K	Sell	26,616 -511	-2%	-$2.21K	﹤0.01%	1094
2021 Q2	$105K	Sell	27,127 -734	-3%	-$3.13K	﹤0.01%	1168
2021 Q1	$122K	Buy	+27,861	New	+$117K	﹤0.01%	1306

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIP

Arrowpoint Investment Partners Singapore $113M AUM 73.91% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Spire Wealth Management's AEG Position: Q4 2025 in Review

Spire Wealth Management sold out of Aegon (AEG) in Q4 2025, closing a stake of 258 shares — an estimated $2.06K sold.

Spire Wealth Management first reported a position in AEG in Q1 2021 and held it in 15 quarters. The position peaked at $135K in Q1 2022. 300 funds tracked by Wall St. Rank hold AEG as of Q4 2025.

Spire Wealth Management reported no remaining Aegon position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 258 Aegon shares in Q4 2025, an estimated $2.06K.
Spire Wealth Management first reported a position in Aegon in Q1 2021 and held it in 15 quarters.
Spire Wealth Management's Aegon position peaked at $135K in Q1 2022.
300 funds tracked by Wall St. Rank held Aegon as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.