GWM
CRCL

Greenline Wealth Management’s Circle Internet Group CRCL Stock Holding History

Greenline Wealth Management’s Portfolio CRCL Stock Details CRCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-182
Closed -$14.4K – 553
2025
Q4 		$14.4K Buy
+182
New +$18.8K 0.01% 305

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $437M AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Greenline Wealth Management's CRCL Position: Q1 2026 in Review

Greenline Wealth Management sold out of Circle Internet Group (CRCL) in Q1 2026, closing a stake of 182 shares — an estimated $14.4K sold.

Greenline Wealth Management first reported a position in CRCL in Q4 2025 and held it in 1 quarter. The position peaked at $14.4K in Q4 2025. 537 funds tracked by Wall St. Rank hold CRCL as of Q1 2026.

  • Greenline Wealth Management reported no remaining Circle Internet Group position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 182 Circle Internet Group shares in Q1 2026, an estimated $14.4K.
  • Greenline Wealth Management first reported a position in Circle Internet Group in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Circle Internet Group position peaked at $14.4K in Q4 2025.
  • 537 funds tracked by Wall St. Rank held Circle Internet Group as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.