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Estate Planners Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Estate Planners Group’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
Q1 		– Sell
-342
Closed -$23.4K – 187
2025
Q4 		$23.4K Buy
+342
New +$26.8K 0.01% 194

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Estate Planners Group's GBTC Position: Q1 2026 in Review

Estate Planners Group sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 342 shares — an estimated $23.4K sold.

Estate Planners Group first reported a position in GBTC in Q4 2025 and held it in 1 quarter. The position peaked at $23.4K in Q4 2025. 653 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Estate Planners Group reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 342 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $23.4K.
  • Estate Planners Group first reported a position in Grayscale Bitcoin Trust in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Grayscale Bitcoin Trust position peaked at $23.4K in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.