BRIDGE GENERATIONS WEALTH MANAGEMENT LLC BSVO β€” EA SERIES TRUST

Ownership history in BRIDGE GENERATIONS WEALTH MANAGEMENT LLC  Β·  5 quarters on record

AI Ownership Summary

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC reported EA SERIES TRUST (BSVO) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.12% in 2024 Q4. The latest visible filing shows BSVO at 0.11% 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 BSVO 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 EA SERIES 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
2025 Q4

BSVO was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% 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 2025 Q4

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.

How BRIDGE GENERATIONS WEALTH MANAGEMENT LLC held BSVO β€” position size vs. price
% of Fund (quarterly)    BSVO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 7,375 β€” 0% 0.11% $172K 2026-02-10 $26.36
2025 Q3 UNCHANGED β€” β€” β€” 7,375 β€” 0% 0.11% $167K 2025-11-06 $21.98
2025 Q2 UNCHANGED β€” β€” β€” 7,375 β€” 0% 0.09% $150K 2025-07-18 $20.82
2025 Q1 REDUCED 15.5% +4.8% ❌ 7,375 -1,348 -15.5% 0.09% $143K 2025-05-01 $18.19
2024 Q4 INITIATED β€” β€” β€” 8,723 β€” β€” 0.12% $189K 2025-02-13 $21.49

FAQ About BRIDGE GENERATIONS WEALTH MANAGEMENT LLC and BSVO

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 BSVO?

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC reported BSVO across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

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

The largest reported portfolio weight for BSVO was 0.12% in 2024 Q4.

What is the latest reported BSVO position on this page?

The most recent filing on this page is 2025 Q4, when BRIDGE GENERATIONS WEALTH MANAGEMENT LLC reported 7,375 shares, equal to 0.11% of portfolio, with an estimated market value of $172K.

What does the chart on this BSVO ownership page compare?

The chart compares BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's quarterly BSVO 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.

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