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Gerber LLC’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Gerber LLC’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,606
Closed -$213K – 99
2026
Q1 		$213K Buy
3,606
+25
+0.7% +$1.66K 0.12% 79
2025
Q4 		$273K Buy
3,581
+75
+2% +$6.54K 0.15% 68
2025
Q3 		$350K Sell
3,506
-2
-0.1% -$200 0.22% 49
2025
Q2 		$330K Hold
3,508
– – 0.23% 59
2025
Q1 		$252K Buy
3,508
+245
+8% +$19.9K 0.21% 73
2024
Q4 		$266K Buy
+3,263
New +$237K 0.19% 66

Other funds holding FBTC

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Gerber LLC's FBTC Position: Q2 2026 in Review

Gerber LLC sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026, closing a stake of 3,606 shares — an estimated $213K sold.

Gerber LLC first reported a position in FBTC in Q4 2024 and held it in 6 quarters. The position peaked at $350K in Q3 2025. 301 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Gerber LLC reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
  • Gerber LLC sold 3,606 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $213K.
  • Gerber LLC first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and held it in 6 quarters.
  • Gerber LLC's Fidelity Wise Origin Bitcoin Fund position peaked at $350K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.