WJWM
VG

Williams Jones Wealth Management’s Venture Global Inc VG Stock Holding History

Williams Jones Wealth Management’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15,475
Closed -$220K – 539
2025
Q3 		$220K Buy
+15,475
New +$221K ﹤0.01% 454

Other funds holding VG

Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Williams Jones Wealth Management's VG Position: Q4 2025 in Review

Williams Jones Wealth Management sold out of Venture Global Inc (VG) in Q4 2025, closing a stake of 15,475 shares — an estimated $220K sold.

Williams Jones Wealth Management first reported a position in VG in Q3 2025 and held it in 1 quarter. The position peaked at $220K in Q3 2025. 219 funds tracked by Wall St. Rank hold VG as of Q4 2025.

  • Williams Jones Wealth Management reported no remaining Venture Global Inc position as of Q4 2025 after selling out during the quarter.
  • Williams Jones Wealth Management sold 15,475 Venture Global Inc shares in Q4 2025, an estimated $220K.
  • Williams Jones Wealth Management first reported a position in Venture Global Inc in Q3 2025 and held it in 1 quarter.
  • Williams Jones Wealth Management's Venture Global Inc position peaked at $220K in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Venture Global Inc as of Q4 2025.

Based on Williams Jones Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.