Gentry Private Wealth’s Coinbase COIN Stock Holding History

Gentry Private Wealth’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 Q1	–	Sell	-2,395	Closed	-$542K	–	94
2025 Q4	$542K	Buy	2,395 +959	+67%	+$286K	0.34%	41
2025 Q3	$485K	Buy	+1,436	New	+$487K	0.34%	53

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

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Gentry Private Wealth's COIN Position: Q1 2026 in Review

Gentry Private Wealth sold out of Coinbase (COIN) in Q1 2026, closing a stake of 2,395 shares — an estimated $542K sold.

Gentry Private Wealth first reported a position in COIN in Q3 2025 and held it in 2 quarters. The position peaked at $542K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Gentry Private Wealth reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
Gentry Private Wealth sold 2,395 Coinbase shares in Q1 2026, an estimated $542K.
Gentry Private Wealth first reported a position in Coinbase in Q3 2025 and held it in 2 quarters.
Gentry Private Wealth's Coinbase position peaked at $542K in Q4 2025.
1,180 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

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