GWM
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Geneos Wealth Management’s Coinbase COIN Stock Holding History

Geneos Wealth Management’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$122K Sell
834
-1,370
-62% -$247K ﹤0.01% 1150
2026
Q1 		$385K Buy
2,204
+533
+32% +$105K 0.01% 772
2025
Q4 		$378K Buy
1,671
+200
+14% +$59.6K 0.01% 744
2025
Q3 		$496K Sell
1,471
-360
-20% -$122K 0.01% 650
2025
Q2 		$642K Buy
1,831
+886
+94% +$207K 0.02% 639
2025
Q1 		$163K Buy
945
+284
+43% +$68.8K 0.01% 992
2024
Q4 		$164K Buy
661
+457
+224% +$116K 0.01% 908
2024
Q3 		$36.3K Sell
204
-183
-47% -$36.7K ﹤0.01% 1312
2024
Q2 		$86K Buy
387
+275
+246% +$63.3K ﹤0.01% 908
2024
Q1 		$29.7K Buy
112
+100
+833% +$18K ﹤0.01% 1249
2023
Q4 		$2.09K Sell
12
-358
-97% -$39.1K ﹤0.01% 1910
2023
Q3 		$27.8K Sell
370
-1,404
-79% -$118K ﹤0.01% 1266
2023
Q2 		$127K Hold
1,774
– – 0.01% 805
2023
Q1 		$120K Buy
1,774
+3
+0.2% +$180 0.01% 786
2022
Q4 		$62.7K Sell
1,771
-149
-8% -$7.85K ﹤0.01% 967
2022
Q3 		$123K Sell
1,920
-3,488
-64% -$244K 0.01% 739
2022
Q2 		$265K Buy
5,408
+3,702
+217% +$352K 0.01% 651
2022
Q1 		$323K Buy
+1,706
New +$333K 0.01% 646

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Geneos Wealth Management reduced its Coinbase (COIN) stake by 62% in Q2 2026, selling an estimated $247K and leaving 834 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Geneos Wealth Management first reported a position in COIN in Q1 2022 and has held it in 18 quarters since. The position peaked at $642K in Q2 2025. 1,119 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Geneos Wealth Management held 834 shares of Coinbase worth $122K as of Q2 2026.
  • Geneos Wealth Management sold 1,370 Coinbase shares in Q2 2026, an estimated $247K.
  • Coinbase made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1150 holding.
  • Geneos Wealth Management first reported a position in Coinbase in Q1 2022 and has held it in 18 quarters since.
  • Geneos Wealth Management's Coinbase position peaked at $642K in Q2 2025.
  • 1,119 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

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