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Geneos Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Geneos Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.04M Buy
61,162
+47,157
+337% +$1.92M 0.04% 374
2026
Q1 		$538K Buy
14,005
+1,530
+12% +$66.2K 0.01% 680
2025
Q4 		$619K Buy
12,475
+3,780
+43% +$215K 0.02% 607
2025
Q3 		$565K Sell
8,695
-8,389
-49% -$546K 0.01% 619
2025
Q2 		$1.05M Buy
17,084
+1,021
+6% +$57.2K 0.03% 522
2025
Q1 		$752K Buy
16,063
+1,382
+9% +$73.2K 0.03% 517
2024
Q4 		$779K Buy
+14,681
New +$693K 0.03% 480

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Geneos Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 337% in Q2 2026, buying an estimated $1.92M and bringing the position to 61,162 shares worth $2.04M. The position accounts for 0.04% of the portfolio, ranked #374.

Geneos Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. 1,477 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Geneos Wealth Management held 61,162 shares of iShares Bitcoin Trust worth $2.04M as of Q2 2026.
  • Geneos Wealth Management bought 47,157 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.92M.
  • iShares Bitcoin Trust made up 0.04% of Geneos Wealth Management's portfolio in Q2 2026, its #374 holding.
  • Geneos Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,477 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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