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Berger Financial Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Berger Financial Group’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 		$611K Sell
11,583
-342
-3% -$20.4K 0.03% 269
2025
Q4 		$815K Sell
11,925
-2,143
-15% -$168K 0.05% 228
2025
Q3 		$1.26M Sell
14,068
-2,239
-14% -$201K 0.08% 183
2025
Q2 		$1.38M Sell
16,307
-3,276
-17% -$255K 0.09% 168
2025
Q1 		$1.28M Sell
19,583
-1,055
-5% -$77.8K 0.09% 163
2024
Q4 		$1.53M Sell
20,638
-921
-4% -$60.7K 0.11% 143
2024
Q3 		$1.09M Sell
21,559
-2,571
-11% -$125K 0.08% 157
2024
Q2 		$1.16M Sell
24,130
-151
-0.6% -$7.95K 0.09% 142
2024
Q1 		$1.39M Buy
+24,281
New +$1.07M 0.11% 127

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GWM
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ML
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MRI
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ECM
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Wealthfront Advisers
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MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return