GenTrust’s Coinbase COIN Stock Holding History

GenTrust’s Portfolio COIN Stock Details COIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.57M	Buy	24,452 +9,782	+67%	+$1.77M	0.14%	69
2026 Q1	$2.56M	Sell	14,670 -8,926	-38%	-$1.76M	0.11%	78
2025 Q4	$5.34M	Sell	23,596 -123	-0.5%	-$36.7K	0.23%	56
2025 Q3	$8M	Buy	23,719 +6,500	+38%	+$2.2M	0.36%	48
2025 Q2	$6.04M	Buy	17,219 +11,340	+193%	+$2.65M	0.28%	52
2025 Q1	$1.01M	Buy	+5,879	New	+$1.42M	0.05%	97
2024 Q4	–	Sell	-5,599	Closed	-$998K	–	207
2024 Q3	$998K	Buy	+5,599	New	+$1.12M	0.05%	106

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

GenTrust's COIN Position: Q2 2026 in Review

GenTrust increased its Coinbase (COIN) stake by 67% in Q2 2026, buying an estimated $1.77M and bringing the position to 24,452 shares worth $3.57M. The position accounts for 0.14% of the portfolio, ranked #69.

GenTrust first reported a position in COIN in Q3 2024 and has held it in 7 quarters since. The position peaked at $8M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

GenTrust held 24,452 shares of Coinbase worth $3.57M as of Q2 2026.
GenTrust bought 9,782 Coinbase shares in Q2 2026, an estimated $1.77M.
Coinbase made up 0.14% of GenTrust's portfolio in Q2 2026, its #69 holding.
GenTrust first reported a position in Coinbase in Q3 2024 and has held it in 7 quarters since.
GenTrust's Coinbase position peaked at $8M in Q3 2025.
1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.