AssetMark Inc’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

AssetMark Inc’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	$3.41K	Sell	47 -29	-38%	-$1.8K	﹤0.01%	2883
2026 Q2	$3.88K	Sell	76 -20	-21%	-$1.25K	﹤0.01%	2767
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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return

United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

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

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 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

Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

AssetMark Inc's FBTC Position: Q3 2026 in Review

AssetMark Inc reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 38% in Q3 2026, selling an estimated $1.8K and leaving 47 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2883.

AssetMark Inc first reported a position in FBTC in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.28K in Q3 2025. 395 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

AssetMark Inc held 47 shares of Fidelity Wise Origin Bitcoin Fund worth $3.41K as of Q3 2026.
AssetMark Inc sold 29 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $1.8K.
Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2883 holding.
AssetMark Inc first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 8 quarters since.
AssetMark Inc's Fidelity Wise Origin Bitcoin Fund position peaked at $9.28K in Q3 2025.
395 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.