BWL
VELO

Bogart Wealth LLC’s Velo3D Inc VELO Stock Holding History

Bogart Wealth LLC’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
2026
Q2 		$19.3K Buy
+1,100
New +$19.1K ﹤0.01% 813

Other funds holding VELO

TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

Bogart Wealth LLC opened a new position in Velo3D Inc (VELO) in Q2 2026: 1,100 shares worth $19.3K. The stake represents ﹤0.01% of the portfolio and ranks #813 among its holdings.

29 funds tracked by Wall St. Rank hold VELO as of Q2 2026.

  • Bogart Wealth LLC held 1,100 shares of Velo3D Inc worth $19.3K as of Q2 2026.
  • Velo3D Inc was a new Bogart Wealth LLC position in Q2 2026.
  • Velo3D Inc made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #813 holding.
  • 29 funds tracked by Wall St. Rank held Velo3D Inc as of Q2 2026.

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