BWM
VELO

Bullock Wealth Management’s Velo3D Inc VELO Stock Holding History

Bullock Wealth Management’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 		– Sell
-1,900
Closed -$18.3K – 648
2026
Q1 		$18.3K Sell
1,900
-1,275
-40% -$17.5K 0.01% 356
2025
Q4 		$43.6K Buy
+3,175
New +$21.8K 0.02% 282

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 $3.37T AUM 44.26% 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

Bullock Wealth Management's VELO Position: Q2 2026 in Review

Bullock Wealth Management sold out of Velo3D Inc (VELO) in Q2 2026, closing a stake of 1,900 shares — an estimated $18.3K sold.

Bullock Wealth Management first reported a position in VELO in Q4 2025 and held it in 2 quarters. The position peaked at $43.6K in Q4 2025. 134 funds tracked by Wall St. Rank hold VELO as of Q2 2026.

  • Bullock Wealth Management reported no remaining Velo3D Inc position as of Q2 2026 after selling out during the quarter.
  • Bullock Wealth Management sold 1,900 Velo3D Inc shares in Q2 2026, an estimated $18.3K.
  • Bullock Wealth Management first reported a position in Velo3D Inc in Q4 2025 and held it in 2 quarters.
  • Bullock Wealth Management's Velo3D Inc position peaked at $43.6K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Velo3D Inc as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.