GWM
COIN icon

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
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
+166
+10% +$38.8K 0.02% 639
2025
Q1 		$365K Buy
1,665
+1,004
+152% +$243K 0.01% 1009
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geneos Wealth Management increased its Coinbase (COIN) stake by 32% in Q1 2026, buying an estimated $105K and bringing the position to 2,204 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #772.

Geneos Wealth Management first reported a position in COIN in Q1 2022 and has held it in 17 quarters since. The position peaked at $642K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Geneos Wealth Management held 2,204 shares of Coinbase worth $385K as of Q1 2026.
  • Geneos Wealth Management bought 533 Coinbase shares in Q1 2026, an estimated $105K.
  • Coinbase made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #772 holding.
  • Geneos Wealth Management first reported a position in Coinbase in Q1 2022 and has held it in 17 quarters since.
  • Geneos Wealth Management's Coinbase position peaked at $642K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

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