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Centric Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Centric Wealth Management’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
2025
Q4 		– Sell
-3,119
Closed -$268K – 201
2025
Q3 		$268K Sell
3,119
-1,000
-24% -$90K 0.06% 163
2025
Q2 		$377K Hold
4,119
– – 0.09% 136
2025
Q1 		$268K Buy
4,119
+331
+9% +$24.4K 0.07% 145
2024
Q4 		$280K Buy
+3,788
New +$250K 0.08% 145

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

Centric Wealth Management's GBTC Position: Q4 2025 in Review

Centric Wealth Management sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 3,119 shares — an estimated $268K sold.

Centric Wealth Management first reported a position in GBTC in Q4 2024 and held it in 4 quarters. The position peaked at $377K in Q2 2025. 740 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Centric Wealth Management reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Centric Wealth Management sold 3,119 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $268K.
  • Centric Wealth Management first reported a position in Grayscale Bitcoin Trust in Q4 2024 and held it in 4 quarters.
  • Centric Wealth Management's Grayscale Bitcoin Trust position peaked at $377K in Q2 2025.
  • 740 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Centric Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.