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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
Q2 		$229K Buy
6,758
+434
+7% +$18K ﹤0.01% 944
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 Hold
1,206
– – ﹤0.01% 1373
2025
Q1 		$57.6K Buy
1,206
+323
+37% +$17.4K ﹤0.01% 1410
2024
Q4 		$47.8K Buy
+883
New +$42.5K ﹤0.01% 1340

Other funds holding EZBC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $444M AUM 23.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return

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

Geneos Wealth Management increased its Franklin Bitcoin ETF (EZBC) stake by 6.9% in Q2 2026, buying an estimated $18K and bringing the position to 6,758 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Geneos Wealth Management first reported a position in EZBC in Q4 2024 and has held it in 7 quarters since. The position peaked at $248K in Q1 2026. 74 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

  • Geneos Wealth Management held 6,758 shares of Franklin Bitcoin ETF worth $229K as of Q2 2026.
  • Geneos Wealth Management bought 434 Franklin Bitcoin ETF shares in Q2 2026, an estimated $18K.
  • Franklin Bitcoin ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #944 holding.
  • Geneos Wealth Management first reported a position in Franklin Bitcoin ETF in Q4 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's Franklin Bitcoin ETF position peaked at $248K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

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