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Gen-Wealth Partners’s Coinbase COIN Stock Holding History

Gen-Wealth Partners’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$877 Hold
6
– – ﹤0.01% 670
2026
Q1 		$1.05K Buy
+6
New +$1.18K ﹤0.01% 672
2025
Q3 		– Sell
-5
Closed -$1.75K – 691
2025
Q2 		$1.75K Hold
5
– – ﹤0.01% 567
2025
Q1 		$861 Buy
+5
New +$1.21K ﹤0.01% 572
2024
Q4 		– Sell
-10
Closed -$2.12K – 653
2024
Q3 		$2.12K Sell
10
-20
-67% -$4.01K ﹤0.01% 599
2024
Q2 		$6.67K Buy
30
+20
+200% +$4.6K ﹤0.01% 497
2024
Q1 		$2.65K Buy
+10
New +$1.8K ﹤0.01% 557

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Gen-Wealth Partners's COIN Position: Q2 2026 in Review

Gen-Wealth Partners held its Coinbase (COIN) position steady in Q2 2026 at 6 shares worth $877. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Gen-Wealth Partners first reported a position in COIN in Q1 2024 and has held it in 7 quarters since. The position peaked at $6.67K in Q2 2024. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Gen-Wealth Partners held 6 shares of Coinbase worth $877 as of Q2 2026.
  • Gen-Wealth Partners left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #670 holding.
  • Gen-Wealth Partners first reported a position in Coinbase in Q1 2024 and has held it in 7 quarters since.
  • Gen-Wealth Partners's Coinbase position peaked at $6.67K in Q2 2024.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.