EP Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

EP Wealth Advisors’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 Q2	$759K	Buy
2025 Q1	$575K	Sell
2024 Q4	$700K	Sell
2024 Q3	$697K	Buy
2024 Q2	$423K	Buy
2024 Q1	$399K	Buy