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GeoWealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

GeoWealth Management’s Portfolio GBTC Stock Details GBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-167
Closed -$8.43K – 1837
2024
Q3 		$8.43K Buy
+167
New +$8.13K ﹤0.01% 1390

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MCM
Multicoin Capital Management Austin, Texas $75.9M AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

GeoWealth Management's GBTC Position: Q4 2024 in Review

GeoWealth Management sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2024, closing a stake of 167 shares — an estimated $8.43K sold.

GeoWealth Management first reported a position in GBTC in Q3 2024 and held it in 1 quarter. The position peaked at $8.43K in Q3 2024. 753 funds tracked by Wall St. Rank hold GBTC as of Q4 2024.

  • GeoWealth Management reported no remaining Grayscale Bitcoin Trust position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 167 Grayscale Bitcoin Trust shares in Q4 2024, an estimated $8.43K.
  • GeoWealth Management first reported a position in Grayscale Bitcoin Trust in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's Grayscale Bitcoin Trust position peaked at $8.43K in Q3 2024.
  • 753 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2024.

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