Cyndeo Wealth Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Cyndeo Wealth Partners’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	$1.6M	Sell	35,130 -269	-0.8%	-$15K	0.08%	216
2026 Q1	$1.87M	Sell	35,399 -2,340	-6%	-$139K	0.1%	174
2025 Q4	$2.58M	Buy	37,739 +582	+2%	+$45.6K	0.14%	141
2025 Q3	$3.34M	Sell	37,157 -4,383	-11%	-$394K	0.19%	130
2025 Q2	$3.52M	Buy	41,540 +200	+0.5%	+$15.6K	0.21%	120
2025 Q1	$2.69M	Sell	41,340 -1,517	-4%	-$112K	0.18%	137
2024 Q4	$3.17M	Sell	42,857 -686	-2%	-$45.2K	0.21%	120
2024 Q3	$2.2M	Sell	43,543 -7,786	-15%	-$379K	0.15%	155
2024 Q2	$2.47M	Sell	51,329 -5,583	-10%	-$294K	0.19%	138
2024 Q1	$3.25M	Buy	+56,912	New	+$2.5M	0.27%	107

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cyndeo Wealth Partners's GBTC Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Grayscale Bitcoin Trust (GBTC) stake by 0.76% in Q2 2026, selling an estimated $15K and leaving 35,130 shares worth $1.6M. The position accounts for 0.08% of the portfolio, ranked #216.

Cyndeo Wealth Partners first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.52M in Q2 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Cyndeo Wealth Partners held 35,130 shares of Grayscale Bitcoin Trust worth $1.6M as of Q2 2026.
Cyndeo Wealth Partners sold 269 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $15K.
Grayscale Bitcoin Trust made up 0.08% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #216 holding.
Cyndeo Wealth Partners first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Cyndeo Wealth Partners's Grayscale Bitcoin Trust position peaked at $3.52M in Q2 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.