HBW Advisory Services
VELO icon

HBW Advisory Services’s Velo3D Inc VELO Stock Holding History

HBW Advisory Services’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
Q3 		$170K Hold
15,650
– – 0.02% 431
2026
Q2 		$275K Buy
15,650
+30
+0.2% +$520 0.02% 401
2026
Q1 		$147K Buy
+15,620
New +$214K 0.02% 438

Other funds holding VELO

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

HBW Advisory Services's VELO Position: Q3 2026 in Review

HBW Advisory Services held its Velo3D Inc (VELO) position steady in Q3 2026 at 15,650 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #431.

HBW Advisory Services first reported a position in VELO in Q1 2026 and has held it in 3 quarters since. The position peaked at $275K in Q2 2026. 12 funds tracked by Wall St. Rank hold VELO as of Q3 2026.

  • HBW Advisory Services held 15,650 shares of Velo3D Inc worth $170K as of Q3 2026.
  • HBW Advisory Services left its Velo3D Inc share count unchanged in Q3 2026.
  • Velo3D Inc made up 0.02% of HBW Advisory Services's portfolio in Q3 2026, its #431 holding.
  • HBW Advisory Services first reported a position in Velo3D Inc in Q1 2026 and has held it in 3 quarters since.
  • HBW Advisory Services's Velo3D Inc position peaked at $275K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Velo3D Inc as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.