Evernest Financial Advisors’s Velo3D Inc VELO Stock Holding History

Evernest Financial Advisors’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 Q1	–	Sell	-10,200	Closed	-$140K	–	191
2025 Q4	$140K	Buy	+10,200	New	+$70.1K	0.03%	180

Other funds holding VELO

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SCP

Sender Company & Partners New York $345M AUM 41.88% 1-Year Est. Return

Evernest Financial Advisors's VELO Position: Q1 2026 in Review

Evernest Financial Advisors sold out of Velo3D Inc (VELO) in Q1 2026, closing a stake of 10,200 shares — an estimated $140K sold.

Evernest Financial Advisors first reported a position in VELO in Q4 2025 and held it in 1 quarter. The position peaked at $140K in Q4 2025. 68 funds tracked by Wall St. Rank hold VELO as of Q1 2026.

Evernest Financial Advisors reported no remaining Velo3D Inc position as of Q1 2026 after selling out during the quarter.
Evernest Financial Advisors sold 10,200 Velo3D Inc shares in Q1 2026, an estimated $140K.
Evernest Financial Advisors first reported a position in Velo3D Inc in Q4 2025 and held it in 1 quarter.
Evernest Financial Advisors's Velo3D Inc position peaked at $140K in Q4 2025.
68 funds tracked by Wall St. Rank held Velo3D Inc as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.