APFP
GBTC icon

Action Point Financial Planning’s Grayscale Bitcoin Trust GBTC Stock Holding History

Action Point Financial Planning’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
Q2 		$134K Buy
+2,942
New +$164K 0.01% 525

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Action Point Financial Planning's GBTC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Grayscale Bitcoin Trust (GBTC) in Q2 2026: 2,942 shares worth $134K. The stake represents 0.01% of the portfolio and ranks #525 among its holdings.

595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Action Point Financial Planning held 2,942 shares of Grayscale Bitcoin Trust worth $134K as of Q2 2026.
  • Grayscale Bitcoin Trust was a new Action Point Financial Planning position in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #525 holding.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.