GenWealth Group’s iShares Bitcoin Trust IBIT Stock Holding History

GenWealth Group’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	$237K	Buy	+5,012	New	+$202K	0.04%	78

Other funds holding IBIT

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

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

PWM

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GenWealth Group's IBIT Position: Q3 2026 in Review

GenWealth Group opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 5,012 shares worth $237K. The stake represents 0.04% of the portfolio and ranks #78 among its holdings.

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

GenWealth Group held 5,012 shares of iShares Bitcoin Trust worth $237K as of Q3 2026.
iShares Bitcoin Trust was a new GenWealth Group position in Q3 2026.
iShares Bitcoin Trust made up 0.04% of GenWealth Group's portfolio in Q3 2026, its #78 holding.
274 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on GenWealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.