Wealthstar Advisors, LLC AEG — AEGON LTD

Ownership history in Wealthstar Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

Wealthstar Advisors, LLC reported AEGON LTD (AEG) in 8 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.45% in 2026 Q1. The latest visible filing shows AEG at 0.45% 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 AEG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthstar Advisors, LLC's position in AEGON LTD, 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

AEG was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 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.

AEG stock page Wealthstar Advisors, LLC fund profile Wealthstar Advisors, LLC full holdings
How Wealthstar Advisors, LLC held AEG — position size vs. price
% of Fund (quarterly)    AEG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 133,514 +48,293 +56.7% 0.45% $969K 2026-04-27 $8.03
2025 Q4 ADDED — — — 85,221 +962 +1.1% 0.29% $657K 2026-01-30 $7.79
2025 Q3 REDUCED 13.1% -2.9% ✅ 84,259 -12,735 -13.1% 0.27% $673K 2025-11-12 $7.84
2025 Q2 ADDED — — — 96,994 +1,955 +2.1% 0.26% $702K 2025-07-24 $7.26
2025 Q1 REDUCED 6.9% +13.5% ❌ 95,039 -7,047 -6.9% 0.29% $626K 2025-04-25 $6.25
2024 Q4 ADDED — — — 102,086 +5,389 +5.6% 0.26% $601K 2025-01-28 $6.34
2024 Q1 ADDED — — — 96,697 +4,028 +4.3% 0.20% $585K 2024-04-19 $5.36
2023 Q4 INITIATED — — — 92,669 — — 0.09% $534K 2024-01-16 $5.29

🏢 Other funds also holding AEG

As of 2026 Q1 — sorted by position size

GRACE & WHITE INC /NY 3Y 7Y 1.42% OLIO Financial Planning 3Y 0.14% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 0.07% Abacus Wealth Partners, LLC 0.07% JACKSON SQUARE CAPITAL, LLC 3Y 0.06% OPPENHEIMER & CO INC 3Y 7Y 0.05% Boit C F David 3Y 0.05% Versant Capital Management, Inc 3Y 7Y 0.04% Henry James International Management Inc. 3Y 7Y 0.04% Aaron Wealth Advisors LLC 3Y 0.04%

FAQ About Wealthstar Advisors, LLC and AEG

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

How long has Wealthstar Advisors, LLC reported owning AEG?

Wealthstar Advisors, LLC reported AEG across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AEG position in Wealthstar Advisors, LLC's portfolio?

The largest reported portfolio weight for AEG was 0.45% in 2026 Q1.

What is the latest reported AEG position on this page?

The most recent filing on this page is 2026 Q1, when Wealthstar Advisors, LLC reported 133,514 shares, equal to 0.45% of portfolio, with an estimated market value of $969K.

What does the chart on this AEG ownership page compare?

The chart compares Wealthstar Advisors, LLC's quarterly AEG 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.

How well did Wealthstar Advisors, LLC time their AEG position?

Based on 13F filing dates vs. subsequent AEG price moves, Wealthstar Advisors, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on AEG relative to SPY over the holding period was +1.6%.

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