Gimbal Financial’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$713K Sell
7,141
-159,384
-96% -$15.9M 0.43% 24
2025
Q2
$15.7M Buy
+166,525
New +$14.3M 9.62% 5

Other funds holding FBTC

Gimbal Financial's FBTC Position: Q3 2025 in Review

Gimbal Financial reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 96% in Q3 2025, selling an estimated $15.9M and leaving 7,141 shares worth $713K. The position accounts for 0.43% of the portfolio, ranked #24.

Gimbal Financial first reported a position in FBTC in Q2 2025 and has held it in 2 quarters since. The position peaked at $15.7M in Q2 2025. 682 funds tracked by Wall St. Rank hold FBTC as of Q3 2025.

  • Gimbal Financial held 7,141 shares of Fidelity Wise Origin Bitcoin Fund worth $713K as of Q3 2025.
  • Gimbal Financial sold 159,384 Fidelity Wise Origin Bitcoin Fund shares in Q3 2025, an estimated $15.9M.
  • Fidelity Wise Origin Bitcoin Fund made up 0.43% of Gimbal Financial's portfolio in Q3 2025, its #24 holding.
  • Gimbal Financial first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and has held it in 2 quarters since.
  • Gimbal Financial's Fidelity Wise Origin Bitcoin Fund position peaked at $15.7M in Q2 2025.
  • 682 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.