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Syntegra Private Wealth Group’s VanEck Bitcoin Trust HODL Stock Holding History

Syntegra Private Wealth Group’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
2026
Q3 		$868K Hold
36,752
– – 0.07% 76
2026
Q2 		$610K Hold
36,752
– – 0.05% 103
2026
Q1 		$704K Hold
36,752
– – 0.07% 79
2025
Q4 		$909K Buy
+36,752
New +$1.04M 0.08% 69

Other funds holding HODL

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
HFA
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Syntegra Private Wealth Group's HODL Position: Q3 2026 in Review

Syntegra Private Wealth Group held its VanEck Bitcoin Trust (HODL) position steady in Q3 2026 at 36,752 shares worth $868K. The position accounts for 0.07% of the portfolio, ranked #76.

Syntegra Private Wealth Group first reported a position in HODL in Q4 2025 and has held it in 4 quarters since. The position peaked at $909K in Q4 2025. 12 funds tracked by Wall St. Rank hold HODL as of Q3 2026.

  • Syntegra Private Wealth Group held 36,752 shares of VanEck Bitcoin Trust worth $868K as of Q3 2026.
  • Syntegra Private Wealth Group left its VanEck Bitcoin Trust share count unchanged in Q3 2026.
  • VanEck Bitcoin Trust made up 0.07% of Syntegra Private Wealth Group's portfolio in Q3 2026, its #76 holding.
  • Syntegra Private Wealth Group first reported a position in VanEck Bitcoin Trust in Q4 2025 and has held it in 4 quarters since.
  • Syntegra Private Wealth Group's VanEck Bitcoin Trust position peaked at $909K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q3 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q3 2026, filed 13 Oct 2026.