Capital Advisors Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Capital Advisors Wealth Management’s Portfolio GBTC Stock Details GBTC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$204K	Sell
2025 Q3	$314K	Sell
2025 Q2	$310K	Sell
2025 Q1	$244K	Buy
2024 Q4	$271K	Buy
2024 Q3	–	Sell
2024 Q2	$222K	Buy