GWM
DXYZ

Greenline Wealth Management’s Destiny Tech100 DXYZ Stock Holding History

Greenline Wealth Management’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15
Closed -$459 – 532
2025
Q4 		$459 Buy
+15
New +$401 ﹤0.01% 548

Other funds holding DXYZ

NM
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

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

Greenline Wealth Management sold out of Destiny Tech100 (DXYZ) in Q1 2026, closing a stake of 15 shares — an estimated $459 sold.

Greenline Wealth Management first reported a position in DXYZ in Q4 2025 and held it in 1 quarter. The position peaked at $459 in Q4 2025. 132 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Greenline Wealth Management reported no remaining Destiny Tech100 position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 15 Destiny Tech100 shares in Q1 2026, an estimated $459.
  • Greenline Wealth Management first reported a position in Destiny Tech100 in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Destiny Tech100 position peaked at $459 in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

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