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Berger Financial Group’s Grayscale Ethereum Staking ETF Shares ETHE Stock Holding History

Berger Financial Group’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
2025
Q4 		– Sell
-7,861
Closed -$269K – 491
2025
Q3 		$269K Sell
7,861
-3,584
-31% -$116K 0.02% 373
2025
Q2 		$239K Sell
11,445
-6,476
-36% -$118K 0.02% 375
2025
Q1 		$273K Sell
17,921
-2,999
-14% -$66K 0.02% 350
2024
Q4 		$586K Sell
20,920
-2,039
-9% -$52.7K 0.04% 238
2024
Q3 		$503K Buy
+22,959
New +$515K 0.04% 235

Other funds holding ETHE

TCI
Turner Capital Investments Austin, Texas $118M AUM
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Berger Financial Group's ETHE Position: Q4 2025 in Review

Berger Financial Group sold out of Grayscale Ethereum Staking ETF Shares (ETHE) in Q4 2025, closing a stake of 7,861 shares — an estimated $269K sold.

Berger Financial Group first reported a position in ETHE in Q3 2024 and held it in 5 quarters. The position peaked at $586K in Q4 2024. 302 funds tracked by Wall St. Rank hold ETHE as of Q4 2025.

  • Berger Financial Group reported no remaining Grayscale Ethereum Staking ETF Shares position as of Q4 2025 after selling out during the quarter.
  • Berger Financial Group sold 7,861 Grayscale Ethereum Staking ETF Shares shares in Q4 2025, an estimated $269K.
  • Berger Financial Group first reported a position in Grayscale Ethereum Staking ETF Shares in Q3 2024 and held it in 5 quarters.
  • Berger Financial Group's Grayscale Ethereum Staking ETF Shares position peaked at $586K in Q4 2024.
  • 302 funds tracked by Wall St. Rank held Grayscale Ethereum Staking ETF Shares as of Q4 2025.

Based on Berger Financial Group's 13F filing for Q4 2025, filed 27 Jan 2026.