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Gerber Kawasaki Wealth & Investment Management’s Invesco Galaxy Bitcoin ETF BTCO Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio BTCO Stock Details BTCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,000
Closed -$684K – 338
2025
Q3 		$684K Hold
6,000
– – 0.02% 183
2025
Q2 		$645K Buy
6,000
+800
+15% +$78.7K 0.02% 177
2025
Q1 		$428K Sell
5,200
-1,400
-21% -$130K 0.02% 205
2024
Q4 		$616K Buy
+6,600
New +$547K 0.03% 169

Other funds holding BTCO

GGI
Galaxy Group Investments New York $843M AUM 47.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's BTCO Position: Q4 2025 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Invesco Galaxy Bitcoin ETF (BTCO) in Q4 2025, closing a stake of 6,000 shares — an estimated $684K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BTCO in Q4 2024 and held it in 4 quarters. The position peaked at $684K in Q3 2025. 65 funds tracked by Wall St. Rank hold BTCO as of Q4 2025.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Invesco Galaxy Bitcoin ETF position as of Q4 2025 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 6,000 Invesco Galaxy Bitcoin ETF shares in Q4 2025, an estimated $684K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco Galaxy Bitcoin ETF in Q4 2024 and held it in 4 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Invesco Galaxy Bitcoin ETF position peaked at $684K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q4 2025.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.