VestGen Advisors’s Liberty Energy LBRT Stock Holding History

VestGen Advisors’s Portfolio LBRT Stock Details LBRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,335	Closed	-$211K	–	1130
2026 Q1	$211K	Buy	+6,335	New	+$161K	0.01%	984

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

VestGen Advisors's LBRT Position: Q2 2026 in Review

VestGen Advisors sold out of Liberty Energy (LBRT) in Q2 2026, closing a stake of 6,335 shares — an estimated $211K sold.

VestGen Advisors first reported a position in LBRT in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

VestGen Advisors reported no remaining Liberty Energy position as of Q2 2026 after selling out during the quarter.
VestGen Advisors sold 6,335 Liberty Energy shares in Q2 2026, an estimated $211K.
VestGen Advisors first reported a position in Liberty Energy in Q1 2026 and held it in 1 quarter.
VestGen Advisors's Liberty Energy position peaked at $211K in Q1 2026.
405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.