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GeoWealth Management’s Coinbase COIN Stock Holding History

GeoWealth Management’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
2025
Q3 		– Sell
-408
Closed -$143K – 849
2025
Q2 		$143K Buy
+408
New +$95.4K 0.01% 734
2025
Q1 		– Sell
-423
Closed -$105K – 1210
2024
Q4 		$105K Buy
423
+71
+20% +$18K ﹤0.01% 954
2024
Q3 		$62.7K Buy
+352
New +$70.5K ﹤0.01% 1012

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

GeoWealth Management's COIN Position: Q3 2025 in Review

GeoWealth Management sold out of Coinbase (COIN) in Q3 2025, closing a stake of 408 shares — an estimated $143K sold.

GeoWealth Management first reported a position in COIN in Q3 2024 and held it in 3 quarters. The position peaked at $143K in Q2 2025. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • GeoWealth Management reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 408 Coinbase shares in Q3 2025, an estimated $143K.
  • GeoWealth Management first reported a position in Coinbase in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Coinbase position peaked at $143K in Q2 2025.
  • 1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.