VFA
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Valeo Financial Advisors’s Oragenics OGEN Stock Holding History

Valeo Financial Advisors’s Portfolio OGEN Stock Details OGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Hold
0
– – – 1791
2020
Q3 		– Hold
0
– – – 1977
2020
Q2 		– Hold
0
– – – 2121
2020
Q1 		– Hold
0
– – – 1876
2019
Q4 		– Hold
0
– – – 1690
2019
Q3 		– Hold
0
– – – 1637
2019
Q2 		– Hold
0
– – – 1629
2019
Q1 		– Hold
0
– – – 1608
2018
Q4 		– Hold
0
– – – 1654
2018
Q3 		– Hold
0
– – – 1832

Other funds holding OGEN

IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return