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Gutierrez Wealth Advisory’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Gutierrez Wealth Advisory’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
2025
Q4 		– Sell
-2,256
Closed -$225K – 64
2025
Q3 		$225K Buy
+2,256
New +$225K 0.14% 56

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SSA
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CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Gutierrez Wealth Advisory's FBTC Position: Q4 2025 in Review

Gutierrez Wealth Advisory sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q4 2025, closing a stake of 2,256 shares — an estimated $225K sold.

Gutierrez Wealth Advisory first reported a position in FBTC in Q3 2025 and held it in 1 quarter. The position peaked at $225K in Q3 2025. 674 funds tracked by Wall St. Rank hold FBTC as of Q4 2025.

  • Gutierrez Wealth Advisory reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q4 2025 after selling out during the quarter.
  • Gutierrez Wealth Advisory sold 2,256 Fidelity Wise Origin Bitcoin Fund shares in Q4 2025, an estimated $225K.
  • Gutierrez Wealth Advisory first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and held it in 1 quarter.
  • Gutierrez Wealth Advisory's Fidelity Wise Origin Bitcoin Fund position peaked at $225K in Q3 2025.
  • 674 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q4 2025.

Based on Gutierrez Wealth Advisory's 13F filing for Q4 2025, filed 6 Feb 2026.