GWM
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Geneos Wealth Management’s CoinShares Bitcoin Mining and Digital Power 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
Q2 		– Sell
-46
Closed -$1.6K – 2538
2026
Q1 		$1.6K Buy
+46
New +$1.94K ﹤0.01% 2349

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MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

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

Geneos Wealth Management sold out of CoinShares Bitcoin Mining and Digital Power ETF (WGMI) in Q2 2026, closing a stake of 46 shares — an estimated $1.6K sold.

Geneos Wealth Management first reported a position in WGMI in Q1 2026 and held it in 1 quarter. The position peaked at $1.6K in Q1 2026. 57 funds tracked by Wall St. Rank hold WGMI as of Q2 2026.

  • Geneos Wealth Management reported no remaining CoinShares Bitcoin Mining and Digital Power ETF position as of Q2 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 46 CoinShares Bitcoin Mining and Digital Power ETF shares in Q2 2026, an estimated $1.6K.
  • Geneos Wealth Management first reported a position in CoinShares Bitcoin Mining and Digital Power ETF in Q1 2026 and held it in 1 quarter.
  • Geneos Wealth Management's CoinShares Bitcoin Mining and Digital Power ETF position peaked at $1.6K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held CoinShares Bitcoin Mining and Digital Power ETF as of Q2 2026.

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