AssetMark Inc’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
$5.67K Buy
96
+12
+14% +$798 ﹤0.01% 2517
2025
Q4
$6.4K Sell
84
-9
-10% -$785 ﹤0.01% 2385
2025
Q3
$9.28K Buy
93
+5
+6% +$500 ﹤0.01% 2138
2025
Q2
$8.27K Hold
88
﹤0.01% 2000
2025
Q1
$6.33K Sell
88
-4
-4% -$325 ﹤0.01% 1938
2024
Q4
$7.5K Buy
+92
New +$6.67K ﹤0.01% 1845

Other funds holding FBTC

AssetMark Inc's FBTC Position: Q1 2026 in Review

AssetMark Inc increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 14% in Q1 2026, buying an estimated $798 and bringing the position to 96 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2517.

AssetMark Inc first reported a position in FBTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.28K in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • AssetMark Inc held 96 shares of Fidelity Wise Origin Bitcoin Fund worth $5.67K as of Q1 2026.
  • AssetMark Inc bought 12 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $798.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2517 holding.
  • AssetMark Inc first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 6 quarters since.
  • AssetMark Inc's Fidelity Wise Origin Bitcoin Fund position peaked at $9.28K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.