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Balboa Wealth Partners’s VanEck Bitcoin Trust HODL Stock Holding History

Balboa Wealth Partners’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,456
Closed -$408K – 346
2024
Q4 		$408K Buy
+15,456
New +$363K 0.09% 163
2024
Q2 		– Sell
-11,812
Closed -$237K – 318
2024
Q1 		$237K Buy
+11,812
New +$183K 0.07% 200

Other funds holding HODL

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Balboa Wealth Partners's HODL Position: Q1 2025 in Review

Balboa Wealth Partners sold out of VanEck Bitcoin Trust (HODL) in Q1 2025, closing a stake of 15,456 shares — an estimated $408K sold.

Balboa Wealth Partners first reported a position in HODL in Q1 2024 and held it in 2 quarters. The position peaked at $408K in Q4 2024. 87 funds tracked by Wall St. Rank hold HODL as of Q1 2025.

  • Balboa Wealth Partners reported no remaining VanEck Bitcoin Trust position as of Q1 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 15,456 VanEck Bitcoin Trust shares in Q1 2025, an estimated $408K.
  • Balboa Wealth Partners first reported a position in VanEck Bitcoin Trust in Q1 2024 and held it in 2 quarters.
  • Balboa Wealth Partners's VanEck Bitcoin Trust position peaked at $408K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q1 2025.

Based on Balboa Wealth Partners's 13F filing for Q1 2025, filed 23 Apr 2025.