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VestGen Advisors’s Interactive Brokers IBKR Stock Holding History

VestGen Advisors’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.17M Buy
13,773
+10,518
+323% +$751K 0.03% 420
2025
Q4 		$209K Sell
3,255
-440
-12% -$29.5K 0.01% 716
2025
Q3 		$254K Sell
3,695
-718
-16% -$45.2K 0.01% 632
2025
Q2 		$245K Buy
+4,413
New +$209K 0.01% 536

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VestGen Advisors's IBKR Position: Q1 2026 in Review

VestGen Advisors increased its Interactive Brokers (IBKR) stake by 323% in Q1 2026, buying an estimated $751K and bringing the position to 13,773 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #420.

VestGen Advisors first reported a position in IBKR in Q2 2025 and has held it in 4 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • VestGen Advisors held 13,773 shares of Interactive Brokers worth $1.17M as of Q1 2026.
  • VestGen Advisors bought 10,518 Interactive Brokers shares in Q1 2026, an estimated $751K.
  • Interactive Brokers made up 0.03% of VestGen Advisors's portfolio in Q1 2026, its #420 holding.
  • VestGen Advisors first reported a position in Interactive Brokers in Q2 2025 and has held it in 4 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

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