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Bogart Wealth LLC’s VanEck Bitcoin Trust HODL Stock Holding History

Bogart Wealth LLC’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
2026
Q2 		$34.2K Buy
2,057
+370
+22% +$7.51K ﹤0.01% 637
2026
Q1 		$32.3K Hold
1,687
– – ﹤0.01% 605
2025
Q4 		$41.7K Buy
+1,687
New +$47.8K ﹤0.01% 517

Other funds holding HODL

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

Bogart Wealth LLC's HODL Position: Q2 2026 in Review

Bogart Wealth LLC increased its VanEck Bitcoin Trust (HODL) stake by 22% in Q2 2026, buying an estimated $7.51K and bringing the position to 2,057 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Bogart Wealth LLC first reported a position in HODL in Q4 2025 and has held it in 3 quarters since. The position peaked at $41.7K in Q4 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

  • Bogart Wealth LLC held 2,057 shares of VanEck Bitcoin Trust worth $34.2K as of Q2 2026.
  • Bogart Wealth LLC bought 370 VanEck Bitcoin Trust shares in Q2 2026, an estimated $7.51K.
  • VanEck Bitcoin Trust made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #637 holding.
  • Bogart Wealth LLC first reported a position in VanEck Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Bogart Wealth LLC's VanEck Bitcoin Trust position peaked at $41.7K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.