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VestGen Advisors’s Welltower WELL Stock Holding History

VestGen Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$240K Sell
1,558
-109
-7% -$16.8K 0.01% 541
2025
Q1 		$255K Buy
+1,667
New +$255K 0.01% 498