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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
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

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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 $2.41B AUM 48.35% 1-Year Est. Return
PFO
Pioneer Family Office North Miami Beach, Florida $194M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Geneos Wealth Management increased its WisdomTree Bitcoin Fund (BTCW) stake by 127% in Q1 2026, buying an estimated $16.6K and bringing the position to 367 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Geneos Wealth Management first reported a position in BTCW in Q3 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold BTCW as of Q1 2026.

  • Geneos Wealth Management held 367 shares of WisdomTree Bitcoin Fund worth $26.3K as of Q1 2026.
  • Geneos Wealth Management bought 205 WisdomTree Bitcoin Fund shares in Q1 2026, an estimated $16.6K.
  • WisdomTree Bitcoin Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1672 holding.
  • Geneos Wealth Management first reported a position in WisdomTree Bitcoin Fund in Q3 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q1 2026.

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