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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
17,084
-24,505
-59% -$1.5M 0.03% 522
2025
Q1
$1.95M Buy
41,589
+26,908
+183% +$1.26M 0.03% 495
2024
Q4
$779K Buy
+14,681
New +$779K 0.03% 480