WA
AEG icon

Wealthstar Advisors’s Aegon AEG Stock Holding History

Wealthstar Advisors’s Portfolio AEG Stock Details AEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$969K Buy
133,514
+48,293
+57% +$360K 0.58% 54
2025
Q4 		$657K Buy
85,221
+962
+1% +$7.36K 0.36% 65
2025
Q3 		$673K Sell
84,259
-12,735
-13% -$95.1K 0.27% 71
2025
Q2 		$702K Buy
96,994
+1,955
+2% +$13.1K 0.26% 70
2025
Q1 		$626K Sell
95,039
-7,047
-7% -$45.1K 0.29% 77
2024
Q4 		$601K Buy
+102,086
New +$640K 0.26% 76
2024
Q2 		– Sell
-96,697
Closed -$585K – 29
2024
Q1 		$585K Buy
96,697
+4,028
+4% +$23.4K 0.2% 67
2023
Q4 		$534K Buy
92,669
+35,411
+62% +$184K 0.2% 64
2023
Q3 		$275K Buy
+57,258
New +$295K 0.12% 86

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return