GK Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

GK Wealth Management’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	$931K	Sell	12,823 -11,134	-46%	-$690K	0.52%	35
2026 Q2	$1.22M	Buy	+23,957	New	+$1.5M	0.64%	31
2026 Q1	–	Sell	-21,657	Closed	-$1.65M	–	100
2025 Q4	$1.65M	Buy	21,657 +515	+2%	+$44.9K	1.09%	20
2025 Q3	$2.11M	Buy	21,142 +341	+2%	+$34.1K	1.54%	15
2025 Q2	$1.96M	Buy	20,801 +112	+0.5%	+$9.6K	1.76%	14
2025 Q1	$1.49M	Buy	20,689 +3,681	+22%	+$299K	1.7%	13
2024 Q4	$1.39M	Buy	+17,008	New	+$1.23M	1.76%	10

Other funds holding FBTC

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

Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 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

GK Wealth Management's FBTC Position: Q3 2026 in Review

GK Wealth Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 46% in Q3 2026, selling an estimated $690K and leaving 12,823 shares worth $931K. The position accounts for 0.52% of the portfolio, ranked #35.

GK Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.11M in Q3 2025. 423 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

GK Wealth Management held 12,823 shares of Fidelity Wise Origin Bitcoin Fund worth $931K as of Q3 2026.
GK Wealth Management sold 11,134 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $690K.
Fidelity Wise Origin Bitcoin Fund made up 0.52% of GK Wealth Management's portfolio in Q3 2026, its #35 holding.
GK Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
GK Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $2.11M in Q3 2025.
423 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.