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

Aries Wealth Management’s Portfolio FBTC Stock Details FBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.06M	Sell	14,616 -4,480	-23%	-$278K	0.2%	98
2026 Q2	$975K	Sell	19,096 -52	-0.3%	-$3.25K	0.19%	102
2026 Q1	$1.13M	Buy	19,148 +3,736	+24%	+$249K	0.25%	86
2025 Q4	$1.17M	Buy	15,412 +1,585	+11%	+$138K	0.26%	81
2025 Q3	$1.38M	Buy	13,827 +565	+4%	+$56.5K	0.33%	75
2025 Q2	$1.25M	Buy	13,262 +680	+5%	+$58.5K	0.33%	79
2025 Q1	$906K	Buy	12,582 +2,241	+22%	+$182K	0.25%	92
2024 Q4	$844K	Buy	10,341 +2,180	+27%	+$158K	0.23%	100
2024 Q3	$453K	Buy	8,161 +3,205	+65%	+$171K	0.12%	144
2024 Q2	$260K	Buy	+4,956	New	+$284K	0.08%	174

Other funds holding FBTC

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Bayshore Capital Advisors Tampa, Florida $194M AUM 5.69% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Aries Wealth Management's FBTC Position: Q3 2026 in Review

Aries Wealth Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 23% in Q3 2026, selling an estimated $278K and leaving 14,616 shares worth $1.06M. The position accounts for 0.2% of the portfolio, ranked #98.

Aries Wealth Management first reported a position in FBTC in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.38M in Q3 2025. 303 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Aries Wealth Management held 14,616 shares of Fidelity Wise Origin Bitcoin Fund worth $1.06M as of Q3 2026.
Aries Wealth Management sold 4,480 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $278K.
Fidelity Wise Origin Bitcoin Fund made up 0.2% of Aries Wealth Management's portfolio in Q3 2026, its #98 holding.
Aries Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 10 quarters since.
Aries Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $1.38M in Q3 2025.
303 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Aries Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.