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Gen-Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Gen-Wealth Partners’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$80.7K Hold
2,423
– – 0.02% 355
2026
Q1 		$93.1K Buy
2,423
+113
+5% +$4.89K 0.03% 340
2025
Q4 		$115K Hold
2,310
– – 0.04% 310
2025
Q3 		$150K Buy
2,310
+40
+2% +$2.6K 0.05% 270
2025
Q2 		$139K Hold
2,270
– – 0.05% 253
2025
Q1 		$106K Hold
2,270
– – 0.04% 269
2024
Q4 		$120K Hold
2,270
– – 0.05% 264
2024
Q3 		$92.8K Buy
2,270
+990
+77% +$34.4K 0.04% 293
2024
Q2 		$43.7K Sell
1,280
-200
-14% -$7.47K 0.02% 381
2024
Q1 		$59.9K Buy
+1,480
New +$46.2K 0.03% 356

Other funds holding IBIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
PAMS
Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Gen-Wealth Partners held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 2,423 shares worth $80.7K. The position accounts for 0.02% of the portfolio, ranked #355.

Gen-Wealth Partners first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $150K in Q3 2025. 991 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Gen-Wealth Partners held 2,423 shares of iShares Bitcoin Trust worth $80.7K as of Q2 2026.
  • Gen-Wealth Partners left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #355 holding.
  • Gen-Wealth Partners first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's iShares Bitcoin Trust position peaked at $150K in Q3 2025.
  • 991 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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