VestGen Advisors’s Fundstrat Granny Shots US Large Cap & Income ETF GRNI Stock Holding History

VestGen Advisors’s Portfolio GRNI Stock Details GRNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$381K	Buy	18,087 +713	+4%	+$14.3K	0.01%	750
2025 Q4	$352K	Buy	+17,374	New	+$355K	0.02%	559

Other funds holding GRNI

LJCM

Lee Johnson Capital Management Fort Worth, Texas $279M AUM 40.65% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RWP

Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

VestGen Advisors's GRNI Position: Q1 2026 in Review

VestGen Advisors increased its Fundstrat Granny Shots US Large Cap & Income ETF (GRNI) stake by 4.1% in Q1 2026, buying an estimated $14.3K and bringing the position to 18,087 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #750.

VestGen Advisors first reported a position in GRNI in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold GRNI as of Q1 2026.

VestGen Advisors held 18,087 shares of Fundstrat Granny Shots US Large Cap & Income ETF worth $381K as of Q1 2026.
VestGen Advisors bought 713 Fundstrat Granny Shots US Large Cap & Income ETF shares in Q1 2026, an estimated $14.3K.
Fundstrat Granny Shots US Large Cap & Income ETF made up 0.01% of VestGen Advisors's portfolio in Q1 2026, its #750 holding.
VestGen Advisors first reported a position in Fundstrat Granny Shots US Large Cap & Income ETF in Q4 2025 and has held it in 2 quarters since.
15 funds tracked by Wall St. Rank held Fundstrat Granny Shots US Large Cap & Income ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.