VALLEY FORGE INVESTMENT CONSULTANTS INC ADV WGRX — WELLGISTICS HEALTH INC

Ownership history in VALLEY FORGE INVESTMENT CONSULTANTS INC ADV  ·  5 quarters on record

AI Ownership Summary

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV reported WELLGISTICS HEALTH INC (WGRX) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q1. The latest visible filing shows WGRX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WGRX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VALLEY FORGE INVESTMENT CONSULTANTS INC ADV's position in WELLGISTICS HEALTH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WGRX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WGRX stock page VALLEY FORGE INVESTMENT CONSULTANTS INC ADV fund profile VALLEY FORGE INVESTMENT CONSULTANTS INC ADV full holdings
How VALLEY FORGE INVESTMENT CONSULTANTS INC ADV held WGRX — position size vs. price
% of Fund (quarterly)    WGRX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 22,988 — 0% 0.00% $2K 2026-04-21 $6.72
2025 Q4 UNCHANGED — — — 22,988 — 0% 0.00% $9K 2026-02-12 $14.06
2025 Q3 UNCHANGED — — — 22,988 — 0% 0.01% $20K 2025-10-17 $24.00
2025 Q2 UNCHANGED — — — 22,988 — 0% 0.01% $22K 2025-08-14 $33.40
2025 Q1 INITIATED — — — 22,988 — — 0.04% $99K 2025-05-08 $150.00

🏢 Other funds also holding WGRX

As of 2026 Q1 — sorted by position size

ACT Advisors, LLC. 3Y 0.0% Rothschild Wealth LLC 3Y 0.0% XTX Topco Ltd 3Y 0.0% VANGUARD FIDUCIARY TRUST CO 0.0% GEODE CAPITAL MANAGEMENT, LLC 3Y 7Y 0.0% Point72 Asset Management, L.P. 3Y 7Y 0.0% RAYMOND JAMES FINANCIAL INC 0.0% VANGUARD CAPITAL MANAGEMENT LLC 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0% NORTHERN TRUST CORP 3Y 7Y 0.0%

FAQ About VALLEY FORGE INVESTMENT CONSULTANTS INC ADV and WGRX

These are the practical questions this page is built to answer before you even open the full history table.

How long has VALLEY FORGE INVESTMENT CONSULTANTS INC ADV reported owning WGRX?

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV reported WGRX across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported WGRX position in VALLEY FORGE INVESTMENT CONSULTANTS INC ADV's portfolio?

The largest reported portfolio weight for WGRX was 0.04% in 2025 Q1.

What is the latest reported WGRX position on this page?

The most recent filing on this page is 2026 Q1, when VALLEY FORGE INVESTMENT CONSULTANTS INC ADV reported 22,988 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this WGRX ownership page compare?

The chart compares VALLEY FORGE INVESTMENT CONSULTANTS INC ADV's quarterly WGRX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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