VestGen Advisors’s US Treasury 10 Year Note ETF UTEN Stock Holding History

VestGen Advisors’s Portfolio UTEN Stock Details UTEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,488	Closed	-$242K	–	1102
2025 Q4	$242K	Hold	5,488	–	–	0.01%	663
2025 Q3	$243K	Hold	5,488	–	–	0.01%	647
2025 Q2	$241K	Hold	5,488	–	–	0.01%	540
2025 Q1	$241K	Buy	+5,488	New	+$236K	0.01%	507

Other funds holding UTEN

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

VestGen Advisors's UTEN Position: Q1 2026 in Review

VestGen Advisors sold out of US Treasury 10 Year Note ETF (UTEN) in Q1 2026, closing a stake of 5,488 shares — an estimated $242K sold.

VestGen Advisors first reported a position in UTEN in Q1 2025 and held it in 4 quarters. The position peaked at $243K in Q3 2025. 51 funds tracked by Wall St. Rank hold UTEN as of Q1 2026.

VestGen Advisors reported no remaining US Treasury 10 Year Note ETF position as of Q1 2026 after selling out during the quarter.
VestGen Advisors sold 5,488 US Treasury 10 Year Note ETF shares in Q1 2026, an estimated $242K.
VestGen Advisors first reported a position in US Treasury 10 Year Note ETF in Q1 2025 and held it in 4 quarters.
VestGen Advisors's US Treasury 10 Year Note ETF position peaked at $243K in Q3 2025.
51 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2026.

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