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Geneos Wealth Management’s Invesco Galaxy Bitcoin ETF BTCO Stock Holding History

Geneos Wealth Management’s Portfolio BTCO Stock Details BTCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$150K Hold
2,574
– – ﹤0.01% 1086
2026
Q1 		$174K Hold
2,574
– – ﹤0.01% 1005
2025
Q4 		$224K Sell
2,574
-158
-6% -$15.8K 0.01% 893
2025
Q3 		$311K Buy
2,732
+104
+4% +$11.9K 0.01% 770
2025
Q2 		$283K Buy
2,628
+211
+9% +$20.8K 0.01% 878
2025
Q1 		$199K Buy
2,417
+53
+2% +$4.93K 0.01% 910
2024
Q4 		$221K Buy
+2,364
New +$196K 0.01% 805

Other funds holding BTCO

GD
Galaxy Digital New York $1.7B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

Geneos Wealth Management's BTCO Position: Q2 2026 in Review

Geneos Wealth Management held its Invesco Galaxy Bitcoin ETF (BTCO) position steady in Q2 2026 at 2,574 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Geneos Wealth Management first reported a position in BTCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $311K in Q3 2025. 50 funds tracked by Wall St. Rank hold BTCO as of Q2 2026.

  • Geneos Wealth Management held 2,574 shares of Invesco Galaxy Bitcoin ETF worth $150K as of Q2 2026.
  • Geneos Wealth Management left its Invesco Galaxy Bitcoin ETF share count unchanged in Q2 2026.
  • Invesco Galaxy Bitcoin ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1086 holding.
  • Geneos Wealth Management first reported a position in Invesco Galaxy Bitcoin ETF in Q4 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's Invesco Galaxy Bitcoin ETF position peaked at $311K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.