BRIDGE GENERATIONS WEALTH MANAGEMENT LLC HYD — VANECK ETF TRUST

Ownership history in BRIDGE GENERATIONS WEALTH MANAGEMENT LLC  ·  6 quarters on record

AI Ownership Summary

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC reported VANECK ETF TRUST (HYD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.27% in 2024 Q4. The latest visible filing shows HYD at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HYD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HYD was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HYD stock page BRIDGE GENERATIONS WEALTH MANAGEMENT LLC fund profile BRIDGE GENERATIONS WEALTH MANAGEMENT LLC full holdings
How BRIDGE GENERATIONS WEALTH MANAGEMENT LLC held HYD — position size vs. price
% of Fund (quarterly)    HYD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 5,563 -150 -2.6% 0.16% $279K 2026-04-24 $51.03
2025 Q4 UNCHANGED — — — 5,713 — 0% 0.18% $292K 2026-02-10 $50.50
2025 Q3 REDUCED 19.6% +1.8% ❌ 5,713 -1,390 -19.6% 0.19% $291K 2025-11-06 $49.77
2025 Q2 UNCHANGED — — — 7,103 — 0% 0.22% $357K 2025-07-18 $47.10
2025 Q1 REDUCED 8.5% -0.8% ✅ 7,103 -657 -8.5% 0.23% $364K 2025-05-01 $48.04
2024 Q4 INITIATED — — — 7,760 — — 0.27% $403K 2025-02-13 $49.11

🏢 Other funds also holding HYD

As of 2026 Q1 — sorted by position size

American Family Investments, Inc. 5.12% ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 2.58% Revolve Wealth Partners, LLC 3Y 1.92% CERTIOR FINANCIAL GROUP, LLC 1.85% Veery Capital, LLC 3Y 1.42% Fullerton Advisors, LLC 1.32% Orcam Financial Group 3Y 1.02% APS Management Group, Inc. 0.99% Financial Network Wealth Advisors LLC 0.95% Forum Financial Management, LP 3Y 0.9%

FAQ About BRIDGE GENERATIONS WEALTH MANAGEMENT LLC and HYD

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRIDGE GENERATIONS WEALTH MANAGEMENT LLC reported owning HYD?

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC reported HYD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported HYD position in BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for HYD was 0.27% in 2024 Q4.

What is the latest reported HYD position on this page?

The most recent filing on this page is 2026 Q1, when BRIDGE GENERATIONS WEALTH MANAGEMENT LLC reported 5,563 shares, equal to 0.16% of portfolio, with an estimated market value of $279K.

What does the chart on this HYD ownership page compare?

The chart compares BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's quarterly HYD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BRIDGE GENERATIONS WEALTH MANAGEMENT LLC time their HYD position?

Based on 13F filing dates vs. subsequent HYD price moves, BRIDGE GENERATIONS WEALTH MANAGEMENT LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on HYD relative to SPY over the holding period was -10.6%.

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