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Go Invest LLC’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Go Invest LLC’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 		$45.6K Buy
894
+97
+12% +$6.06K 0.01% 44
2026
Q1 		$47K Buy
797
+130
+19% +$8.65K 0.01% 41
2025
Q4 		$50.9K Buy
+667
New +$58.2K 0.02% 39

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
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Go Invest LLC's FBTC Position: Q2 2026 in Review

Go Invest LLC increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 12% in Q2 2026, buying an estimated $6.06K and bringing the position to 894 shares worth $45.6K. The position accounts for 0.01% of the portfolio, ranked #44.

Go Invest LLC first reported a position in FBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $50.9K in Q4 2025. 342 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Go Invest LLC held 894 shares of Fidelity Wise Origin Bitcoin Fund worth $45.6K as of Q2 2026.
  • Go Invest LLC bought 97 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $6.06K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Go Invest LLC's portfolio in Q2 2026, its #44 holding.
  • Go Invest LLC first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and has held it in 3 quarters since.
  • Go Invest LLC's Fidelity Wise Origin Bitcoin Fund position peaked at $50.9K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.