GWM
ETHW

Geneos Wealth Management’s Bitwise Ethereum ETF ETHW Stock Holding History

Geneos Wealth Management’s Portfolio ETHW Stock Details ETHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.4K Buy
1,357
+481
+55% +$8.25K ﹤0.01% 1756
2025
Q4 		$18.6K Hold
876
– – ﹤0.01% 1749
2025
Q3 		$26.1K Buy
+876
New +$24.6K ﹤0.01% 1619

Other funds holding ETHW

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

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

Geneos Wealth Management increased its Bitwise Ethereum ETF (ETHW) stake by 55% in Q1 2026, buying an estimated $8.25K and bringing the position to 1,357 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Geneos Wealth Management first reported a position in ETHW in Q3 2025 and has held it in 3 quarters since. The position peaked at $26.1K in Q3 2025. 97 funds tracked by Wall St. Rank hold ETHW as of Q1 2026.

  • Geneos Wealth Management held 1,357 shares of Bitwise Ethereum ETF worth $20.4K as of Q1 2026.
  • Geneos Wealth Management bought 481 Bitwise Ethereum ETF shares in Q1 2026, an estimated $8.25K.
  • Bitwise Ethereum ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1756 holding.
  • Geneos Wealth Management first reported a position in Bitwise Ethereum ETF in Q3 2025 and has held it in 3 quarters since.
  • Geneos Wealth Management's Bitwise Ethereum ETF position peaked at $26.1K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q1 2026.

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