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Geneos Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Geneos Wealth Management’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54K Buy
915
+885
+2,950% +$58.9K ﹤0.01% 1391
2025
Q4 		$2.28K Hold
30
– – ﹤0.01% 2291
2025
Q3 		$2.99K Hold
30
– – ﹤0.01% 2247
2025
Q2 		$2.81K Sell
30
-9,230
-100% -$794K ﹤0.01% 2736
2025
Q1 		$666K Buy
9,260
+6,973
+305% +$567K 0.01% 798
2024
Q4 		$187K Buy
+2,287
New +$166K 0.01% 868

Other funds holding FBTC

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Geneos Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 2,950% in Q1 2026, buying an estimated $58.9K and bringing the position to 915 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Geneos Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $666K in Q1 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Geneos Wealth Management held 915 shares of Fidelity Wise Origin Bitcoin Fund worth $54K as of Q1 2026.
  • Geneos Wealth Management bought 885 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $58.9K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1391 holding.
  • Geneos Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $666K in Q1 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

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