Geneos Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Geneos Wealth Management’s Portfolio GBTC Stock Details GBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$602K	Buy	13,227 +120	+0.9%	+$6.69K	0.01%	678
2026 Q1	$692K	Sell	13,107 -620	-5%	-$36.9K	0.02%	600
2025 Q4	$938K	Sell	13,727 -440	-3%	-$34.5K	0.02%	517
2025 Q3	$1.27M	Buy	14,167 +20	+0.1%	+$1.8K	0.03%	437
2025 Q2	$1.2M	Sell	14,147 -2,476	-15%	-$193K	0.03%	488
2025 Q1	$1.08M	Sell	16,623 -950	-5%	-$70K	0.04%	440
2024 Q4	$1.3M	Buy	+17,573	New	+$1.16M	0.05%	359

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Geneos Wealth Management increased its Grayscale Bitcoin Trust (GBTC) stake by 0.92% in Q2 2026, buying an estimated $6.69K and bringing the position to 13,227 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #678.

Geneos Wealth Management first reported a position in GBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q4 2024. 601 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Geneos Wealth Management held 13,227 shares of Grayscale Bitcoin Trust worth $602K as of Q2 2026.
Geneos Wealth Management bought 120 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $6.69K.
Grayscale Bitcoin Trust made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #678 holding.
Geneos Wealth Management first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Geneos Wealth Management's Grayscale Bitcoin Trust position peaked at $1.3M in Q4 2024.
601 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

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