Holos Integrated Wealth’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$711 Hold
10
– – ﹤0.01% 366
2026
Q2
$555 Hold
10
– – ﹤0.01% 360
2026
Q1
$601 Buy
+10
New +$665 ﹤0.01% 377

Other funds holding FBTC

Holos Integrated Wealth's FBTC Position: Q3 2026 in Review

Holos Integrated Wealth held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q3 2026 at 10 shares worth $711. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Holos Integrated Wealth first reported a position in FBTC in Q1 2026 and has held it in 3 quarters since. 182 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Holos Integrated Wealth held 10 shares of Fidelity Wise Origin Bitcoin Fund worth $711 as of Q3 2026.
  • Holos Integrated Wealth left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q3 2026.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #366 holding.
  • Holos Integrated Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2026 and has held it in 3 quarters since.
  • 182 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.