CI
GBTC icon

CX Institutional’s Grayscale Bitcoin Trust GBTC Stock Holding History

CX Institutional’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
Q3 		$105K Buy
+1,625
New +$89.5K ﹤0.01% 866
2025
Q4 		– Sell
-14
Closed -$1K – 1545
2025
Q3 		$1K Buy
+14
New +$1.26K ﹤0.01% 1345

Other funds holding GBTC

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

CX Institutional's GBTC Position: Q3 2026 in Review

CX Institutional opened a new position in Grayscale Bitcoin Trust (GBTC) in Q3 2026: 1,625 shares worth $105K. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings. This is a return to the name: CX Institutional previously reported a position in GBTC as recently as Q3 2025.

CX Institutional first reported a position in GBTC in Q3 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

  • CX Institutional held 1,625 shares of Grayscale Bitcoin Trust worth $105K as of Q3 2026.
  • Grayscale Bitcoin Trust was a new CX Institutional position in Q3 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #866 holding.
  • CX Institutional first reported a position in Grayscale Bitcoin Trust in Q3 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.