Fortis Group Advisors
GDLC icon

Fortis Group Advisors’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Fortis Group Advisors’s Portfolio GDLC Stock Details GDLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$705K Buy
20,461
+1,716
+9% +$55.6K 0.11% 148
2026
Q2 		$495K Sell
18,745
-3,579
-16% -$116K 0.08% 186
2026
Q1 		$768K Buy
+22,324
New +$792K 0.13% 163

Other funds holding GDLC

Bullish
Bullish George Town $257M AUM 28.48% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Hartmann Taylor Wealth Management
Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return
Aries Wealth Management
Aries Wealth Management Portland, Maine $519M AUM 19.77% 1-Year Est. Return
DWM Financial Group
DWM Financial Group Palatine, Illinois $128M AUM
DeDora Capital
DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return
Elyxium Wealth
Elyxium Wealth San Mateo, California $989M AUM 34.28% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Almanack Investment Partners
Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Fortis Group Advisors's GDLC Position: Q3 2026 in Review

Fortis Group Advisors increased its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 9.2% in Q3 2026, buying an estimated $55.6K and bringing the position to 20,461 shares worth $705K. The position accounts for 0.11% of the portfolio, ranked #148.

Fortis Group Advisors first reported a position in GDLC in Q1 2026 and has held it in 3 quarters since. The position peaked at $768K in Q1 2026. 48 funds tracked by Wall St. Rank hold GDLC as of Q3 2026.

  • Fortis Group Advisors held 20,461 shares of Grayscale CoinDesk Crypto 5 ETF worth $705K as of Q3 2026.
  • Fortis Group Advisors bought 1,716 Grayscale CoinDesk Crypto 5 ETF shares in Q3 2026, an estimated $55.6K.
  • Grayscale CoinDesk Crypto 5 ETF made up 0.11% of Fortis Group Advisors's portfolio in Q3 2026, its #148 holding.
  • Fortis Group Advisors first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q1 2026 and has held it in 3 quarters since.
  • Fortis Group Advisors's Grayscale CoinDesk Crypto 5 ETF position peaked at $768K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q3 2026.

Based on Fortis Group Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.