Wolff Wiese Magana’s VanEck Bitcoin Trust HODL Stock Holding History

Wolff Wiese Magana’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 Q2	$4.47K	Hold	269	–	–	﹤0.01%	666
2026 Q1	$5.16K	Hold	269	–	–	﹤0.01%	599
2025 Q4	$6.65K	Hold	269	–	–	﹤0.01%	525
2025 Q3	$8.71K	Hold	269	–	–	﹤0.01%	467
2025 Q2	$8.2K	Buy	269 +1	+0.4%	+$28	0.01%	458
2025 Q1	$6.25K	Hold	268	–	–	﹤0.01%	500
2024 Q4	$7.08K	Buy	268 +264	+6,600%	+$6.2K	﹤0.01%	486
2024 Q3	$72	Hold	4	–	–	﹤0.01%	974
2024 Q2	$68	Buy	+4	New	+$74	﹤0.01%	777

Other funds holding HODL

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wolff Wiese Magana's HODL Position: Q2 2026 in Review

Wolff Wiese Magana held its VanEck Bitcoin Trust (HODL) position steady in Q2 2026 at 269 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Wolff Wiese Magana first reported a position in HODL in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.71K in Q3 2025. 55 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Wolff Wiese Magana held 269 shares of VanEck Bitcoin Trust worth $4.47K as of Q2 2026.
Wolff Wiese Magana left its VanEck Bitcoin Trust share count unchanged in Q2 2026.
VanEck Bitcoin Trust made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #666 holding.
Wolff Wiese Magana first reported a position in VanEck Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Wolff Wiese Magana's VanEck Bitcoin Trust position peaked at $8.71K in Q3 2025.
55 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.