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Essential Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Essential 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
Q3 		$48.4K Hold
750
– – 0.02% 621
2026
Q2 		$34.1K Hold
750
– – 0.02% 717
2026
Q1 		$39.6K Hold
750
– – 0.01% 664
2025
Q4 		$51.3K Hold
750
– – 0.02% 602
2025
Q3 		$67.3K Hold
750
– – 0.02% 526
2025
Q2 		$63.6K Buy
+750
New +$58.3K 0.03% 422

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SH
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Farther Finance Advisors
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
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
IAG
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Essential Partners's GBTC Position: Q3 2026 in Review

Essential Partners held its Grayscale Bitcoin Trust (GBTC) position steady in Q3 2026 at 750 shares worth $48.4K. The position accounts for 0.02% of the portfolio, ranked #621.

Essential Partners first reported a position in GBTC in Q2 2025 and has held it in 6 quarters since. The position peaked at $67.3K in Q3 2025. 104 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

  • Essential Partners held 750 shares of Grayscale Bitcoin Trust worth $48.4K as of Q3 2026.
  • Essential Partners left its Grayscale Bitcoin Trust share count unchanged in Q3 2026.
  • Grayscale Bitcoin Trust made up 0.02% of Essential Partners's portfolio in Q3 2026, its #621 holding.
  • Essential Partners first reported a position in Grayscale Bitcoin Trust in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Grayscale Bitcoin Trust position peaked at $67.3K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.