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Geneos Wealth Management’s Franklin Bitcoin ETF EZBC Stock Holding History

Geneos Wealth Management’s Portfolio EZBC Stock Details EZBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$248K Buy
6,324
+5,118
+424% +$226K 0.01% 894
2025
Q4 		$61K Hold
1,206
– – ﹤0.01% 1322
2025
Q3 		$79.8K Hold
1,206
– – ﹤0.01% 1200
2025
Q2 		$75.3K Sell
1,206
-1,206
-50% -$68.9K ﹤0.01% 1373
2025
Q1 		$115K Buy
2,412
+1,529
+173% +$82.5K ﹤0.01% 1491
2024
Q4 		$47.8K Buy
+883
New +$42.5K ﹤0.01% 1340

Other funds holding EZBC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

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

Geneos Wealth Management increased its Franklin Bitcoin ETF (EZBC) stake by 424% in Q1 2026, buying an estimated $226K and bringing the position to 6,324 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #894.

Geneos Wealth Management first reported a position in EZBC in Q4 2024 and has held it in 6 quarters since. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • Geneos Wealth Management held 6,324 shares of Franklin Bitcoin ETF worth $248K as of Q1 2026.
  • Geneos Wealth Management bought 5,118 Franklin Bitcoin ETF shares in Q1 2026, an estimated $226K.
  • Franklin Bitcoin ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #894 holding.
  • Geneos Wealth Management first reported a position in Franklin Bitcoin ETF in Q4 2024 and has held it in 6 quarters since.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

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