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Apella Capital’s Grayscale Bitcoin Trust GBTC Stock Holding History

Apella Capital’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 		$564K Buy
8,756
+75
+0.9% +$4.13K 0.01% 489
2026
Q2 		$429K Hold
8,681
– – 0.01% 498
2026
Q1 		$523K Buy
+8,681
New +$517K 0.01% 458

Other funds holding GBTC

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Apella Capital's GBTC Position: Q3 2026 in Review

Apella Capital increased its Grayscale Bitcoin Trust (GBTC) stake by 0.86% in Q3 2026, buying an estimated $4.13K and bringing the position to 8,756 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #489.

Apella Capital first reported a position in GBTC in Q1 2026 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

  • Apella Capital held 8,756 shares of Grayscale Bitcoin Trust worth $564K as of Q3 2026.
  • Apella Capital bought 75 Grayscale Bitcoin Trust shares in Q3 2026, an estimated $4.13K.
  • Grayscale Bitcoin Trust made up 0.01% of Apella Capital's portfolio in Q3 2026, its #489 holding.
  • Apella Capital first reported a position in Grayscale Bitcoin Trust in Q1 2026 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.