Gem Investment Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-40,000
Closed -$2.36M 37
2026
Q1
$2.36M Buy
40,000
+11,156
+39% +$742K 2.32% 15
2025
Q4
$2.2M Buy
+28,844
New +$2.52M 2.08% 15

Other funds holding FBTC

Gem Investment Advisors's FBTC Position: Q2 2026 in Review

Gem Investment Advisors sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026, closing a stake of 40,000 shares — an estimated $2.36M sold.

Gem Investment Advisors first reported a position in FBTC in Q4 2025 and held it in 2 quarters. The position peaked at $2.36M in Q1 2026. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Gem Investment Advisors reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
  • Gem Investment Advisors sold 40,000 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $2.36M.
  • Gem Investment Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and held it in 2 quarters.
  • Gem Investment Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $2.36M in Q1 2026.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Gem Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.