AW
VELO

Avion Wealth’s Velo3D Inc VELO Stock Holding History

Avion Wealth’s Portfolio VELO Stock Details VELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6
Closed – – 1663
2025
Q3 		$0 Buy
+6
New +$21 ﹤0.01% 1612

Other funds holding VELO

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
I
INVST Indianapolis, Indiana $1.03B AUM 29.49% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

Avion Wealth's VELO Position: Q4 2025 in Review

Avion Wealth sold out of Velo3D Inc (VELO) in Q4 2025, closing a stake of 6 shares.

Avion Wealth first reported a position in VELO in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 54 funds tracked by Wall St. Rank hold VELO as of Q4 2025.

  • Avion Wealth reported no remaining Velo3D Inc position as of Q4 2025 after selling out during the quarter.
  • Avion Wealth sold 6 Velo3D Inc shares in Q4 2025.
  • Avion Wealth first reported a position in Velo3D Inc in Q3 2025 and held it in 1 quarter.
  • Avion Wealth's Velo3D Inc position peaked at $0 in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Velo3D Inc as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.