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MWM
MGB Wealth Management’s
VanEck Bitcoin Trust
HODL
Stock Holding History
MGB Wealth Management’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
2025
Q4
–
Sell
-66,637
Closed
-$2.16M
–
319
2025
Q3
$2.16M
Buy
66,637
+32,705
+96%
+$1.06M
0.61%
34
2025
Q2
$1.03M
Buy
+33,932
New
+$946K
0.34%
67
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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