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GeoWealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

GeoWealth Management’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-33
Closed -$940 – 1898
2024
Q3 		$940 Buy
+33
New +$879 ﹤0.01% 1597

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GeoWealth Management's BTC Position: Q4 2024 in Review

GeoWealth Management sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q4 2024, closing a stake of 33 shares — an estimated $940 sold.

GeoWealth Management first reported a position in BTC in Q3 2024 and held it in 1 quarter. The position peaked at $940 in Q3 2024. 380 funds tracked by Wall St. Rank hold BTC as of Q4 2024.

  • GeoWealth Management reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 33 Grayscale Bitcoin Mini Trust ETF shares in Q4 2024, an estimated $940.
  • GeoWealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $940 in Q3 2024.
  • 380 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.