Genesis Private Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Genesis Private Wealth’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 Q3	$1.73M	Buy	+36,594	New	+$1.48M	0.49%	46

Other funds holding IBIT

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Allen Operations New York $968M AUM 12.84% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Genesis Private Wealth's IBIT Position: Q3 2026 in Review

Genesis Private Wealth opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 36,594 shares worth $1.73M. The stake represents 0.49% of the portfolio and ranks #46 among its holdings.

841 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Genesis Private Wealth held 36,594 shares of iShares Bitcoin Trust worth $1.73M as of Q3 2026.
iShares Bitcoin Trust was a new Genesis Private Wealth position in Q3 2026.
iShares Bitcoin Trust made up 0.49% of Genesis Private Wealth's portfolio in Q3 2026, its #46 holding.
841 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Genesis Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.