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 Q3	$270K	Buy	+3,723	New	+$231K	0.12%	73
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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.62B AUM 34.01% 1-Year Est. Return

United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Gerber LLC's FBTC Position: Q3 2026 in Review

Gerber LLC opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q3 2026: 3,723 shares worth $270K. The stake represents 0.12% of the portfolio and ranks #73 among its holdings. This is a return to the name: Gerber LLC previously reported a position in FBTC as recently as Q1 2026.

Gerber LLC first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $350K in Q3 2025. 345 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Gerber LLC held 3,723 shares of Fidelity Wise Origin Bitcoin Fund worth $270K as of Q3 2026.
Fidelity Wise Origin Bitcoin Fund was a new Gerber LLC position in Q3 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.12% of Gerber LLC's portfolio in Q3 2026, its #73 holding.
Gerber LLC first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
Gerber LLC's Fidelity Wise Origin Bitcoin Fund position peaked at $350K in Q3 2025.
345 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Gerber LLC's 13F filing for Q3 2026, filed 21 Oct 2026.