Beaumont Financial Advisors’s Grayscale Ethereum Staking ETF Shares ETHE Stock Holding History

Beaumont Financial Advisors’s Portfolio ETHE Stock Details ETHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,319	Closed	-$203K	–	394
2025 Q4	$203K	Sell	8,319 -1,271	-13%	-$36.1K	0.01%	359
2025 Q3	$329K	Hold	9,590	–	–	0.02%	299
2025 Q2	$200K	Sell	9,590 -1,050	-10%	-$19.1K	0.01%	371
2025 Q1	$162K	Sell	10,640 -100	-0.9%	-$2.2K	0.01%	361
2024 Q4	$301K	Buy	+10,740	New	+$278K	0.02%	291

Other funds holding ETHE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ROC

Robertson Opportunity Capital Dallas, Texas $258M AUM 21.5% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Beaumont Financial Advisors's ETHE Position: Q1 2026 in Review

Beaumont Financial Advisors sold out of Grayscale Ethereum Staking ETF Shares (ETHE) in Q1 2026, closing a stake of 8,319 shares — an estimated $203K sold.

Beaumont Financial Advisors first reported a position in ETHE in Q4 2024 and held it in 5 quarters. The position peaked at $329K in Q3 2025. 263 funds tracked by Wall St. Rank hold ETHE as of Q1 2026.

Beaumont Financial Advisors reported no remaining Grayscale Ethereum Staking ETF Shares position as of Q1 2026 after selling out during the quarter.
Beaumont Financial Advisors sold 8,319 Grayscale Ethereum Staking ETF Shares shares in Q1 2026, an estimated $203K.
Beaumont Financial Advisors first reported a position in Grayscale Ethereum Staking ETF Shares in Q4 2024 and held it in 5 quarters.
Beaumont Financial Advisors's Grayscale Ethereum Staking ETF Shares position peaked at $329K in Q3 2025.
263 funds tracked by Wall St. Rank held Grayscale Ethereum Staking ETF Shares as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.