VestGen Advisors
BCTK icon

VestGen Advisors’s Baron Technology ETF BCTK Stock Holding History

VestGen Advisors’s Portfolio BCTK Stock Details BCTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.13M Sell
165,876
-11,556
-7% -$346K 0.16% 126
2026
Q2 		$5.76M Sell
177,432
-865
-0.5% -$24.8K 0.17% 127
2026
Q1 		$5.16M Buy
178,297
+21
+0% +$518 0.14% 133
2025
Q4 		$4.48M Buy
+178,276
New +$4.48M 0.19% 116

Other funds holding BCTK

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Blueprint Investment Partners
Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return
Blueprint Financial Advisors
Blueprint Financial Advisors Greensboto, North Carolina $936M AUM 26.98% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Western Pacific Wealth Management
Western Pacific Wealth Management Lake Forest, Illinois $119M AUM 20.8% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

VestGen Advisors's BCTK Position: Q3 2026 in Review

VestGen Advisors reduced its Baron Technology ETF (BCTK) stake by 6.5% in Q3 2026, selling an estimated $346K and leaving 165,876 shares worth $5.13M. The position accounts for 0.16% of the portfolio, ranked #126.

VestGen Advisors first reported a position in BCTK in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.76M in Q2 2026. 39 funds tracked by Wall St. Rank hold BCTK as of Q3 2026.

  • VestGen Advisors held 165,876 shares of Baron Technology ETF worth $5.13M as of Q3 2026.
  • VestGen Advisors sold 11,556 Baron Technology ETF shares in Q3 2026, an estimated $346K.
  • Baron Technology ETF made up 0.16% of VestGen Advisors's portfolio in Q3 2026, its #126 holding.
  • VestGen Advisors first reported a position in Baron Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • VestGen Advisors's Baron Technology ETF position peaked at $5.76M in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Baron Technology ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.