Napa Wealth Management’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Napa Wealth Management’s Portfolio GENZ Stock Details GENZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$349K	Buy	+7,793	New	+$353K	0.16%	114

Other funds holding GENZ

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LSA

Lion Street Advisors Austin, Texas $289M AUM 3.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Napa Wealth Management's GENZ Position: Q3 2025 in Review

Napa Wealth Management opened a new position in VanEck Digital Native Economy ETF (GENZ) in Q3 2025: 7,793 shares worth $349K. The stake represents 0.16% of the portfolio and ranks #114 among its holdings.

23 funds tracked by Wall St. Rank hold GENZ as of Q3 2025.

Napa Wealth Management held 7,793 shares of VanEck Digital Native Economy ETF worth $349K as of Q3 2025.
VanEck Digital Native Economy ETF was a new Napa Wealth Management position in Q3 2025.
VanEck Digital Native Economy ETF made up 0.16% of Napa Wealth Management's portfolio in Q3 2025, its #114 holding.
23 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.