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 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%	+$9.64K	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

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

GK Wealth Management's FBTC Position: Q2 2026 in Review

GK Wealth Management opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026: 23,957 shares worth $1.22M. The stake represents 0.64% of the portfolio and ranks #31 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in FBTC as recently as Q4 2025.

GK Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.11M in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

GK Wealth Management held 23,957 shares of Fidelity Wise Origin Bitcoin Fund worth $1.22M as of Q2 2026.
Fidelity Wise Origin Bitcoin Fund was a new GK Wealth Management position in Q2 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.64% of GK Wealth Management's portfolio in Q2 2026, its #31 holding.
GK Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 6 quarters since.
GK Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $2.11M in Q3 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.