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Elevation Wealth Partners’s VanEck Bitcoin Trust HODL Stock Holding History

Elevation Wealth Partners’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
Q3 		$6.31K Hold
267
– – ﹤0.01% 1044
2026
Q2 		$4.43K Hold
267
– – ﹤0.01% 1047
2026
Q1 		$5.12K Hold
267
– – ﹤0.01% 702
2025
Q4 		$6.6K Hold
267
– – ﹤0.01% 567
2025
Q3 		$8.64K Buy
267
+3
+1% +$97 ﹤0.01% 400
2025
Q2 		$8.04K Hold
264
– – ﹤0.01% 377
2025
Q1 		$6.15K Buy
264
+20
+8% +$527 ﹤0.01% 394
2024
Q4 		$6.45K Buy
244
+76
+45% +$1.78K ﹤0.01% 399
2024
Q3 		$3.02K Hold
168
– – ﹤0.01% 413
2024
Q2 		$2.85K Buy
+168
New +$3.12K ﹤0.01% 428

Other funds holding HODL

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Elevation Wealth Partners's HODL Position: Q3 2026 in Review

Elevation Wealth Partners held its VanEck Bitcoin Trust (HODL) position steady in Q3 2026 at 267 shares worth $6.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Elevation Wealth Partners first reported a position in HODL in Q2 2024 and has held it in 10 quarters since. The position peaked at $8.64K in Q3 2025. 8 funds tracked by Wall St. Rank hold HODL as of Q3 2026.

  • Elevation Wealth Partners held 267 shares of VanEck Bitcoin Trust worth $6.31K as of Q3 2026.
  • Elevation Wealth Partners left its VanEck Bitcoin Trust share count unchanged in Q3 2026.
  • VanEck Bitcoin Trust made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1044 holding.
  • Elevation Wealth Partners first reported a position in VanEck Bitcoin Trust in Q2 2024 and has held it in 10 quarters since.
  • Elevation Wealth Partners's VanEck Bitcoin Trust position peaked at $8.64K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.