VestGen Advisors
HOOD icon

VestGen Advisors’s Robinhood HOOD Stock Holding History

VestGen Advisors’s Portfolio HOOD Stock Details HOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.2M Sell
19,543
-5,854
-23% -$622K 0.07% 259
2026
Q2 		$2.55M Buy
25,397
+2,412
+10% +$202K 0.07% 255
2026
Q1 		$1.8M Buy
22,985
+8,581
+60% +$753K 0.05% 320
2025
Q4 		$1.63M Buy
14,404
+3,079
+27% +$400K 0.07% 264
2025
Q3 		$1.62M Sell
11,325
-5,823
-34% -$635K 0.05% 285
2025
Q2 		$1.61M Buy
+17,148
New +$1.01M 0.06% 252

Other funds holding HOOD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

VestGen Advisors's HOOD Position: Q3 2026 in Review

VestGen Advisors reduced its Robinhood (HOOD) stake by 23% in Q3 2026, selling an estimated $622K and leaving 19,543 shares worth $2.2M. The position accounts for 0.07% of the portfolio, ranked #259.

VestGen Advisors first reported a position in HOOD in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.55M in Q2 2026. 898 funds tracked by Wall St. Rank hold HOOD as of Q3 2026.

  • VestGen Advisors held 19,543 shares of Robinhood worth $2.2M as of Q3 2026.
  • VestGen Advisors sold 5,854 Robinhood shares in Q3 2026, an estimated $622K.
  • Robinhood made up 0.07% of VestGen Advisors's portfolio in Q3 2026, its #259 holding.
  • VestGen Advisors first reported a position in Robinhood in Q2 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Robinhood position peaked at $2.55M in Q2 2026.
  • 898 funds tracked by Wall St. Rank held Robinhood as of Q3 2026.

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