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Geneos Wealth Management’s Bitwise Bitcoin ETF BITB Stock Holding History

Geneos Wealth Management’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.2K Buy
1,202
+421
+54% +$17.5K ﹤0.01% 1478
2025
Q4 		$37.1K Hold
781
– – ﹤0.01% 1503
2025
Q3 		$48.6K Buy
781
+686
+722% +$42.7K ﹤0.01% 1397
2025
Q2 		$5.57K Sell
95
-55
-37% -$2.95K ﹤0.01% 2543
2025
Q1 		$6.73K Buy
+150
New +$7.6K ﹤0.01% 2681

Other funds holding BITB

SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

Geneos Wealth Management's BITB Position: Q1 2026 in Review

Geneos Wealth Management increased its Bitwise Bitcoin ETF (BITB) stake by 54% in Q1 2026, buying an estimated $17.5K and bringing the position to 1,202 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Geneos Wealth Management first reported a position in BITB in Q1 2025 and has held it in 5 quarters since. The position peaked at $48.6K in Q3 2025. 298 funds tracked by Wall St. Rank hold BITB as of Q1 2026.

  • Geneos Wealth Management held 1,202 shares of Bitwise Bitcoin ETF worth $44.2K as of Q1 2026.
  • Geneos Wealth Management bought 421 Bitwise Bitcoin ETF shares in Q1 2026, an estimated $17.5K.
  • Bitwise Bitcoin ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1478 holding.
  • Geneos Wealth Management first reported a position in Bitwise Bitcoin ETF in Q1 2025 and has held it in 5 quarters since.
  • Geneos Wealth Management's Bitwise Bitcoin ETF position peaked at $48.6K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.