Badgley Phelps Wealth Managers
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Badgley Phelps Wealth Managers’s Grayscale Bitcoin Trust GBTC Stock Holding History

Badgley Phelps Wealth Managers’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
Q1 		– Sell
-8,080
Closed -$552K – 331
2025
Q4 		$552K Buy
+8,080
New +$633K 0.01% 229

Other funds holding GBTC

Horizon Kinetics Asset Management
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Badgley Phelps Wealth Managers's GBTC Position: Q1 2026 in Review

Badgley Phelps Wealth Managers sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 8,080 shares — an estimated $552K sold.

Badgley Phelps Wealth Managers first reported a position in GBTC in Q4 2025 and held it in 1 quarter. The position peaked at $552K in Q4 2025. 658 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Badgley Phelps Wealth Managers reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 8,080 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $552K.
  • Badgley Phelps Wealth Managers first reported a position in Grayscale Bitcoin Trust in Q4 2025 and held it in 1 quarter.
  • Badgley Phelps Wealth Managers's Grayscale Bitcoin Trust position peaked at $552K in Q4 2025.
  • 658 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.