VFIC
WGRX

Valley Forge Investment Consultants’s Wellgistics Health WGRX Stock Holding History

Valley Forge Investment Consultants’s Portfolio WGRX Stock Details WGRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.22K Hold
460
– – ﹤0.01% 83
2025
Q4 		$9.18K Hold
460
– – ﹤0.01% 80
2025
Q3 		$20.4K Hold
460
– – 0.01% 84
2025
Q2 		$22.3K Hold
460
– – 0.01% 89
2025
Q1 		$99.3K Buy
+460
New +$77.6K 0.04% 75

Other funds holding WGRX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Valley Forge Investment Consultants's WGRX Position: Q1 2026 in Review

Valley Forge Investment Consultants held its Wellgistics Health (WGRX) position steady in Q1 2026 at 460 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #83.

Valley Forge Investment Consultants first reported a position in WGRX in Q1 2025 and has held it in 5 quarters since. The position peaked at $99.3K in Q1 2025. 13 funds tracked by Wall St. Rank hold WGRX as of Q1 2026.

  • Valley Forge Investment Consultants held 460 shares of Wellgistics Health worth $2.22K as of Q1 2026.
  • Valley Forge Investment Consultants left its Wellgistics Health share count unchanged in Q1 2026.
  • Wellgistics Health made up ﹤0.01% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #83 holding.
  • Valley Forge Investment Consultants first reported a position in Wellgistics Health in Q1 2025 and has held it in 5 quarters since.
  • Valley Forge Investment Consultants's Wellgistics Health position peaked at $99.3K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Wellgistics Health as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.