SWM
GENZ

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

Spire 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
Q4 		– Sell
-190
Closed -$8.51K – 2318
2025
Q3 		$8.51K Sell
190
-90
-32% -$4.08K ﹤0.01% 1810
2025
Q2 		$11.9K Sell
280
-925
-77% -$35.8K ﹤0.01% 1669
2025
Q1 		$45.1K Hold
1,205
– – ﹤0.01% 1322
2024
Q4 		$48.9K Hold
1,205
– – ﹤0.01% 1296
2024
Q3 		$53.6K Sell
1,205
-90
-7% -$3.67K ﹤0.01% 1110
2024
Q2 		$52.2K Hold
1,295
– – ﹤0.01% 1107
2024
Q1 		$55.6K Hold
1,295
– – ﹤0.01% 1182
2023
Q4 		$54.4K Sell
1,295
-500
-28% -$19.9K ﹤0.01% 1182
2023
Q3 		$71.3K Hold
1,795
– – ﹤0.01% 1045
2023
Q2 		$80.3K Sell
1,795
-440
-20% -$19.8K ﹤0.01% 1038
2023
Q1 		$99.1K Buy
2,235
+1,835
+459% +$78.7K ﹤0.01% 973
2022
Q4 		$15K Buy
400
+320
+400% +$11.9K ﹤0.01% 1472
2022
Q3 		$3K Sell
80
-100
-56% -$3.52K ﹤0.01% 1847
2022
Q2 		$6K Sell
180
-80
-31% -$2.88K ﹤0.01% 2060
2022
Q1 		$10K Sell
260
-2,245
-90% -$93.1K ﹤0.01% 2021
2021
Q4 		$111K Buy
2,505
+2,245
+863% +$105K ﹤0.01% 1362
2021
Q3 		$13K Hold
260
– – ﹤0.01% 1998
2021
Q2 		$14K Buy
+260
New +$14.1K ﹤0.01% 2001

Other funds holding GENZ

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Spire Wealth Management's GENZ Position: Q4 2025 in Review

Spire Wealth Management sold out of VanEck Digital Native Economy ETF (GENZ) in Q4 2025, closing a stake of 190 shares — an estimated $8.51K sold.

Spire Wealth Management first reported a position in GENZ in Q2 2021 and held it in 18 quarters. The position peaked at $111K in Q4 2021. 22 funds tracked by Wall St. Rank hold GENZ as of Q4 2025.

  • Spire Wealth Management reported no remaining VanEck Digital Native Economy ETF position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 190 VanEck Digital Native Economy ETF shares in Q4 2025, an estimated $8.51K.
  • Spire Wealth Management first reported a position in VanEck Digital Native Economy ETF in Q2 2021 and held it in 18 quarters.
  • Spire Wealth Management's VanEck Digital Native Economy ETF position peaked at $111K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.