EnRich Financial Partners’s VanEck Bitcoin Trust HODL Stock Holding History

EnRich Financial 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 Q2	$249K	Sell	14,967 -2,277	-13%	-$46.2K	0.06%	61
2026 Q1	$330K	Buy	17,244 +48	+0.3%	+$1.04K	0.09%	50
2025 Q4	$425K	Buy	17,196 +8,450	+97%	+$239K	0.12%	41
2025 Q3	$283K	Buy	+8,746	New	+$283K	0.08%	54
2025 Q1	–	Sell	-5,652	Closed	-$149K	–	128
2024 Q4	$149K	Buy	5,652 +1,208	+27%	+$28.4K	0.05%	66
2024 Q3	$79.8K	Hold	4,444	–	–	0.03%	85
2024 Q2	$75.4K	Buy	+4,444	New	+$82.4K	0.03%	85

Other funds holding HODL

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

EnRich Financial Partners's HODL Position: Q2 2026 in Review

EnRich Financial Partners reduced its VanEck Bitcoin Trust (HODL) stake by 13% in Q2 2026, selling an estimated $46.2K and leaving 14,967 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #61.

EnRich Financial Partners first reported a position in HODL in Q2 2024 and has held it in 7 quarters since. The position peaked at $425K in Q4 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

EnRich Financial Partners held 14,967 shares of VanEck Bitcoin Trust worth $249K as of Q2 2026.
EnRich Financial Partners sold 2,277 VanEck Bitcoin Trust shares in Q2 2026, an estimated $46.2K.
VanEck Bitcoin Trust made up 0.06% of EnRich Financial Partners's portfolio in Q2 2026, its #61 holding.
EnRich Financial Partners first reported a position in VanEck Bitcoin Trust in Q2 2024 and has held it in 7 quarters since.
EnRich Financial Partners's VanEck Bitcoin Trust position peaked at $425K in Q4 2025.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.