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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
Q2 		$91.1K Buy
1,785
+870
+95% +$54.4K ﹤0.01% 1242
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
-2,300
-99% -$198K ﹤0.01% 2736
2025
Q1 		$168K Buy
2,330
+43
+2% +$3.5K 0.01% 978
2024
Q4 		$187K Buy
+2,287
New +$166K 0.01% 868

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

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

Geneos Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 95% in Q2 2026, buying an estimated $54.4K and bringing the position to 1,785 shares worth $91.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Geneos Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $187K in Q4 2024. 625 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Geneos Wealth Management held 1,785 shares of Fidelity Wise Origin Bitcoin Fund worth $91.1K as of Q2 2026.
  • Geneos Wealth Management bought 870 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $54.4K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1242 holding.
  • Geneos Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $187K in Q4 2024.
  • 625 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

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