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GeoWealth Management’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

GeoWealth Management’s Portfolio BITO Stock Details BITO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-625
Closed -$14.2K – 1139
2024
Q4 		$14.2K Sell
625
-250
-29% -$5.55K ﹤0.01% 1443
2024
Q3 		$16.8K Buy
+875
New +$17.4K ﹤0.01% 1313

Other funds holding BITO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
RCMF
RK Capital Management (Florida) Weston, Florida $2.6B AUM 83.27% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

GeoWealth Management's BITO Position: Q1 2025 in Review

GeoWealth Management sold out of ProShares Bitcoin Strategy ETF (BITO) in Q1 2025, closing a stake of 625 shares — an estimated $14.2K sold.

GeoWealth Management first reported a position in BITO in Q3 2024 and held it in 2 quarters. The position peaked at $16.8K in Q3 2024. 175 funds tracked by Wall St. Rank hold BITO as of Q1 2025.

  • GeoWealth Management reported no remaining ProShares Bitcoin Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 625 ProShares Bitcoin Strategy ETF shares in Q1 2025, an estimated $14.2K.
  • GeoWealth Management first reported a position in ProShares Bitcoin Strategy ETF in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's ProShares Bitcoin Strategy ETF position peaked at $16.8K in Q3 2024.
  • 175 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.