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Geneos Wealth Management’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Geneos Wealth Management’s Portfolio BTCW Stock Details BTCW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.8K Hold
367
– – ﹤0.01% 1753
2026
Q1 		$26.3K Buy
367
+205
+127% +$16.6K ﹤0.01% 1672
2025
Q4 		$15K Buy
162
+140
+636% +$14.8K ﹤0.01% 1833
2025
Q3 		$2.67K Buy
+22
New +$2.67K ﹤0.01% 2275

Other funds holding BTCW

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
FLP
Financial Life Planners Tempe, Arizona $156M AUM 23.26% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
PFO
Pioneer Family Office North Miami Beach, Florida $194M AUM

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

Geneos Wealth Management held its WisdomTree Bitcoin Fund (BTCW) position steady in Q2 2026 at 367 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

Geneos Wealth Management first reported a position in BTCW in Q3 2025 and has held it in 4 quarters since. The position peaked at $26.3K in Q1 2026. 27 funds tracked by Wall St. Rank hold BTCW as of Q2 2026.

  • Geneos Wealth Management held 367 shares of WisdomTree Bitcoin Fund worth $22.8K as of Q2 2026.
  • Geneos Wealth Management left its WisdomTree Bitcoin Fund share count unchanged in Q2 2026.
  • WisdomTree Bitcoin Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1753 holding.
  • Geneos Wealth Management first reported a position in WisdomTree Bitcoin Fund in Q3 2025 and has held it in 4 quarters since.
  • Geneos Wealth Management's WisdomTree Bitcoin Fund position peaked at $26.3K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q2 2026.

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