Angeles Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$492K Buy
8,327
+1,854
+29% +$123K 0.03% 235
2025
Q4
$493K Buy
+6,473
New +$565K 0.03% 214

Other funds holding FBTC

Angeles Wealth Management's FBTC Position: Q1 2026 in Review

Angeles Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 29% in Q1 2026, buying an estimated $123K and bringing the position to 8,327 shares worth $492K. The position accounts for 0.03% of the portfolio, ranked #235.

Angeles Wealth Management first reported a position in FBTC in Q4 2025 and has held it in 2 quarters since. The position peaked at $493K in Q4 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Angeles Wealth Management held 8,327 shares of Fidelity Wise Origin Bitcoin Fund worth $492K as of Q1 2026.
  • Angeles Wealth Management bought 1,854 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $123K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #235 holding.
  • Angeles Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and has held it in 2 quarters since.
  • Angeles Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $493K in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.