Superior Planning, LLC’s Grayscale Bitcoin Trust GBTC Stock Holding History

Superior Planning, LLC’s Portfolio GBTC Stock Details GBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$128K	Buy	+1,975	New	+$109K	0.05%	211

Other funds holding GBTC

Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $753M AUM 20.19% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Superior Planning, LLC's GBTC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Grayscale Bitcoin Trust (GBTC) in Q3 2026: 1,975 shares worth $128K. The stake represents 0.05% of the portfolio and ranks #211 among its holdings.

510 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

Superior Planning, LLC held 1,975 shares of Grayscale Bitcoin Trust worth $128K as of Q3 2026.
Grayscale Bitcoin Trust was a new Superior Planning, LLC position in Q3 2026.
Grayscale Bitcoin Trust made up 0.05% of Superior Planning, LLC's portfolio in Q3 2026, its #211 holding.
510 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.