Geode Capital Management
VEL icon

Geode Capital Management’s Velocity Financial VEL Stock Holding History

Geode Capital Management’s Portfolio VEL Stock Details VEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.51M Buy
249,500
+6,894
+3% +$130K ﹤0.01% 2789
2025
Q4 		$5.04M Buy
242,606
+21,631
+10% +$406K ﹤0.01% 2765
2025
Q3 		$4.01M Sell
220,975
-41,377
-16% -$755K ﹤0.01% 2898
2025
Q2 		$4.86M Buy
262,352
+67,258
+34% +$1.18M ﹤0.01% 2746
2025
Q1 		$3.65M Buy
195,094
+5,528
+3% +$104K ﹤0.01% 2813
2024
Q4 		$3.71M Sell
189,566
-5,909
-3% -$117K ﹤0.01% 2885
2024
Q3 		$3.83M Sell
195,475
-2,433
-1% -$45.9K ﹤0.01% 2896
2024
Q2 		$3.55M Buy
197,908
+7,006
+4% +$124K ﹤0.01% 2909
2024
Q1 		$3.44M Sell
190,902
-1,836
-1% -$29.9K ﹤0.01% 2886
2023
Q4 		$3.32M Sell
192,738
-48,240
-20% -$654K ﹤0.01% 2903
2023
Q3 		$2.72M Sell
240,978
-23,683
-9% -$288K ﹤0.01% 2955
2023
Q2 		$3.05M Buy
264,661
+12,142
+5% +$117K ﹤0.01% 2959
2023
Q1 		$2.28M Buy
252,519
+6,543
+3% +$62.5K ﹤0.01% 2970
2022
Q4 		$2.37M Buy
245,976
+167
+0.1% +$1.67K ﹤0.01% 2972
2022
Q3 		$2.66M Buy
245,809
+14,880
+6% +$170K ﹤0.01% 2981
2022
Q2 		$2.54M Buy
230,929
+11,958
+5% +$127K ﹤0.01% 3029
2022
Q1 		$2.4M Buy
218,971
+6,558
+3% +$80.8K ﹤0.01% 3168
2021
Q4 		$2.91M Buy
212,413
+70,741
+50% +$912K ﹤0.01% 3184
2021
Q3 		$1.86M Buy
141,672
+1,103
+0.8% +$14.1K ﹤0.01% 3379
2021
Q2 		$1.75M Buy
+140,569
New +$1.49M ﹤0.01% 3323
2020
Q2 		– Sell
-41,844
Closed -$315K – 4137
2020
Q1 		$315K Buy
+41,844
New +$488K ﹤0.01% 3414

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management's VEL Position: Q1 2026 in Review

Geode Capital Management increased its Velocity Financial (VEL) stake by 2.8% in Q1 2026, buying an estimated $130K and bringing the position to 249,500 shares worth $4.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2789.

Geode Capital Management first reported a position in VEL in Q1 2020 and has held it in 21 quarters since. The position peaked at $5.04M in Q4 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • Geode Capital Management held 249,500 shares of Velocity Financial worth $4.51M as of Q1 2026.
  • Geode Capital Management bought 6,894 Velocity Financial shares in Q1 2026, an estimated $130K.
  • Velocity Financial made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2789 holding.
  • Geode Capital Management first reported a position in Velocity Financial in Q1 2020 and has held it in 21 quarters since.
  • Geode Capital Management's Velocity Financial position peaked at $5.04M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.