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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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.

134 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.
  • 134 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.