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Gen-Wealth Partners’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Gen-Wealth Partners’s Portfolio BITQ Stock Details BITQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-300
Closed -$5.92K – 687
2025
Q2 		$5.92K Buy
+300
New +$4.68K ﹤0.01% 509

Other funds holding BITQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Gen-Wealth Partners's BITQ Position: Q3 2025 in Review

Gen-Wealth Partners sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q3 2025, closing a stake of 300 shares — an estimated $5.92K sold.

Gen-Wealth Partners first reported a position in BITQ in Q2 2025 and held it in 1 quarter. The position peaked at $5.92K in Q2 2025. 98 funds tracked by Wall St. Rank hold BITQ as of Q3 2025.

  • Gen-Wealth Partners reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q3 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 300 Bitwise Crypto Industry Innovators ETF shares in Q3 2025, an estimated $5.92K.
  • Gen-Wealth Partners first reported a position in Bitwise Crypto Industry Innovators ETF in Q2 2025 and held it in 1 quarter.
  • Gen-Wealth Partners's Bitwise Crypto Industry Innovators ETF position peaked at $5.92K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q3 2025.

Based on Gen-Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.