GWM
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Geneos Wealth Management’s CoinShares ETF Trust CoinShares Bitcoin Mining ETF WGMI Stock Holding History

Geneos Wealth Management’s Portfolio WGMI Stock Details WGMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.6K Buy
+46
New +$1.94K ﹤0.01% 2349

Other funds holding WGMI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Geneos Wealth Management opened a new position in CoinShares ETF Trust CoinShares Bitcoin Mining ETF (WGMI) in Q1 2026: 46 shares worth $1.6K. The stake represents ﹤0.01% of the portfolio and ranks #2349 among its holdings.

45 funds tracked by Wall St. Rank hold WGMI as of Q1 2026.

  • Geneos Wealth Management held 46 shares of CoinShares ETF Trust CoinShares Bitcoin Mining ETF worth $1.6K as of Q1 2026.
  • CoinShares ETF Trust CoinShares Bitcoin Mining ETF was a new Geneos Wealth Management position in Q1 2026.
  • CoinShares ETF Trust CoinShares Bitcoin Mining ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2349 holding.
  • 45 funds tracked by Wall St. Rank held CoinShares ETF Trust CoinShares Bitcoin Mining ETF as of Q1 2026.

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