Aletheian Wealth Advisors’s Coinbase COIN Stock Holding History

Aletheian Wealth Advisors’s Portfolio COIN Stock Details COIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$630K	Buy	3,377 +583	+21%	+$99K	0.25%	56
2026 Q2	$408K	Sell	2,794 -2,900	-51%	-$524K	0.17%	72
2026 Q1	$994K	Buy	+5,694	New	+$1.12M	0.48%	40
2025 Q3	$2.69M	Sell	7,978 -27	-0.3%	-$9.15K	1.25%	21
2025 Q2	$2.81M	Buy	8,005 +770	+11%	+$180K	1.38%	19
2025 Q1	$1.25M	Sell	7,235 -41	-0.6%	-$9.93K	0.7%	28
2024 Q4	$1.81M	Buy	7,276 +68	+0.9%	+$17.3K	1.07%	21
2024 Q3	$1.28M	Sell	7,208 -4,984	-41%	-$998K	0.75%	28
2024 Q2	$2.71M	Sell	12,192 -2,588	-18%	-$595K	1.43%	18
2024 Q1	$3.92M	Sell	14,780 -4,981	-25%	-$896K	2.13%	12
2023 Q4	$3.44M	Buy	19,761 +42	+0.2%	+$4.59K	2.27%	9
2023 Q3	$1.48M	Buy	19,719 +60	+0.3%	+$5.06K	1.14%	23
2023 Q2	$1.41M	Buy	+19,659	New	+$1.17M	0.96%	26

Other funds holding COIN

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

RWM

Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Aletheian Wealth Advisors's COIN Position: Q3 2026 in Review

Aletheian Wealth Advisors increased its Coinbase (COIN) stake by 21% in Q3 2026, buying an estimated $99K and bringing the position to 3,377 shares worth $630K. The position accounts for 0.25% of the portfolio, ranked #56.

Aletheian Wealth Advisors first reported a position in COIN in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.92M in Q1 2024. 62 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

Aletheian Wealth Advisors held 3,377 shares of Coinbase worth $630K as of Q3 2026.
Aletheian Wealth Advisors bought 583 Coinbase shares in Q3 2026, an estimated $99K.
Coinbase made up 0.25% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #56 holding.
Aletheian Wealth Advisors first reported a position in Coinbase in Q2 2023 and has held it in 13 quarters since.
Aletheian Wealth Advisors's Coinbase position peaked at $3.92M in Q1 2024.
62 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.