VestGen Advisors
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VestGen Advisors’s Fidus Investment FDUS Stock Holding History

VestGen Advisors’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$630K Sell
32,695
-720
-2% -$14.2K 0.02% 529
2026
Q2 		$637K Buy
33,415
+3,170
+10% +$58.9K 0.02% 590
2026
Q1 		$571K Buy
30,245
+9,097
+43% +$170K 0.02% 622
2025
Q4 		$408K Buy
21,148
+520
+3% +$10.3K 0.02% 526
2025
Q3 		$418K Buy
+20,628
New +$435K 0.01% 515

Other funds holding FDUS

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Plan Group Financial
Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

VestGen Advisors's FDUS Position: Q3 2026 in Review

VestGen Advisors reduced its Fidus Investment (FDUS) stake by 2.2% in Q3 2026, selling an estimated $14.2K and leaving 32,695 shares worth $630K. The position accounts for 0.02% of the portfolio, ranked #529.

VestGen Advisors first reported a position in FDUS in Q3 2025 and has held it in 5 quarters since. The position peaked at $637K in Q2 2026. 35 funds tracked by Wall St. Rank hold FDUS as of Q3 2026.

  • VestGen Advisors held 32,695 shares of Fidus Investment worth $630K as of Q3 2026.
  • VestGen Advisors sold 720 Fidus Investment shares in Q3 2026, an estimated $14.2K.
  • Fidus Investment made up 0.02% of VestGen Advisors's portfolio in Q3 2026, its #529 holding.
  • VestGen Advisors first reported a position in Fidus Investment in Q3 2025 and has held it in 5 quarters since.
  • VestGen Advisors's Fidus Investment position peaked at $637K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2026.

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