BHWM
VCX

Beaird Harris Wealth Management’s Fundrise Innovation Fund VCX Stock Holding History

Beaird Harris Wealth Management’s Portfolio VCX Stock Details VCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87 Hold
1
– – ﹤0.01% 684
2026
Q1 		$131 Buy
+1
New +$195 ﹤0.01% 652

Other funds holding VCX

CCM
CloudAlpha Capital Management Hong Kong $3.51B AUM 530.07% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Beaird Harris Wealth Management's VCX Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Fundrise Innovation Fund (VCX) position steady in Q2 2026 at 1 share worth $87. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Beaird Harris Wealth Management first reported a position in VCX in Q1 2026 and has held it in 2 quarters since. The position peaked at $131 in Q1 2026. 52 funds tracked by Wall St. Rank hold VCX as of Q2 2026.

  • Beaird Harris Wealth Management held 1 share of Fundrise Innovation Fund worth $87 as of Q2 2026.
  • Beaird Harris Wealth Management left its Fundrise Innovation Fund share count unchanged in Q2 2026.
  • Fundrise Innovation Fund made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #684 holding.
  • Beaird Harris Wealth Management first reported a position in Fundrise Innovation Fund in Q1 2026 and has held it in 2 quarters since.
  • Beaird Harris Wealth Management's Fundrise Innovation Fund position peaked at $131 in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.