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

High Point 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 		$4.13K Hold
81
– – ﹤0.01% 236
2026
Q1 		$4.78K Hold
81
– – ﹤0.01% 231
2025
Q4 		$6.17K Buy
+81
New +$7.07K 0.01% 224

Other funds holding FBTC

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $763M AUM 62.72% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

High Point Wealth Management's FBTC Position: Q2 2026 in Review

High Point Wealth Management held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 81 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

High Point Wealth Management first reported a position in FBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.17K in Q4 2025. 400 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • High Point Wealth Management held 81 shares of Fidelity Wise Origin Bitcoin Fund worth $4.13K as of Q2 2026.
  • High Point Wealth Management left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of High Point Wealth Management's portfolio in Q2 2026, its #236 holding.
  • High Point Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $6.17K in Q4 2025.
  • 400 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.