VestGen Advisors
STRK icon

VestGen Advisors’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

VestGen Advisors’s Portfolio STRK Stock Details STRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$297K Buy
+4,000
New +$273K 0.01% 798

Other funds holding STRK

Wealthcare Advisory Partners
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Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Ulland Investment Advisors
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
Alliance Wealth Advisors (Pennsylvania)
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

VestGen Advisors's STRK Position: Q3 2026 in Review

VestGen Advisors opened a new position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) in Q3 2026: 4,000 shares worth $297K. The stake represents 0.01% of the portfolio and ranks #798 among its holdings.

22 funds tracked by Wall St. Rank hold STRK as of Q3 2026.

  • VestGen Advisors held 4,000 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $297K as of Q3 2026.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock was a new VestGen Advisors position in Q3 2026.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up 0.01% of VestGen Advisors's portfolio in Q3 2026, its #798 holding.
  • 22 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q3 2026.

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