CMG Global Holdings’s Grayscale Bitcoin Trust GBTC Stock Holding History

CMG Global Holdings’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 Q2	$225K	Sell	4,950 -16,756	-77%	-$934K	0.1%	98
2026 Q1	$1.15M	Buy	21,706 +17,514	+418%	+$1.04M	0.55%	43
2025 Q4	$240K	Hold	4,192	–	–	0.11%	88
2025 Q3	$366K	Buy	4,192 +100	+2%	+$9K	0.18%	71
2025 Q2	$380K	Sell	4,092 -1,500	-27%	-$117K	0.2%	67
2025 Q1	$413K	Hold	5,592	–	–	0.27%	57
2024 Q4	$462K	Hold	5,592	–	–	0.26%	60
2024 Q3	$282K	Sell	5,592 -598	-10%	-$29.1K	0.16%	79
2024 Q2	$298K	Sell	6,190 -1,939	-24%	-$102K	0.2%	74
2024 Q1	$464K	Buy	+8,129	New	+$358K	0.32%	56

Other funds holding GBTC

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWP

Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

OCM

Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CMG Global Holdings's GBTC Position: Q2 2026 in Review

CMG Global Holdings reduced its Grayscale Bitcoin Trust (GBTC) stake by 77% in Q2 2026, selling an estimated $934K and leaving 4,950 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #98.

CMG Global Holdings first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.15M in Q1 2026. 276 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

CMG Global Holdings held 4,950 shares of Grayscale Bitcoin Trust worth $225K as of Q2 2026.
CMG Global Holdings sold 16,756 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $934K.
Grayscale Bitcoin Trust made up 0.1% of CMG Global Holdings's portfolio in Q2 2026, its #98 holding.
CMG Global Holdings first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
CMG Global Holdings's Grayscale Bitcoin Trust position peaked at $1.15M in Q1 2026.
276 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on CMG Global Holdings's 13F filing for Q2 2026, filed 28 Jul 2026.