Jeppson Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Jeppson Wealth Management’s Portfolio GBTC Stock Details GBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$214K	Hold	4,060	–	–	0.07%	216
2025 Q4	$278K	Hold	4,060	–	–	0.09%	177
2025 Q3	$364K	Hold	4,060	–	–	0.12%	155
2025 Q2	$344K	Sell	4,060 -20	-0.5%	-$1.55K	0.12%	148
2025 Q1	$266K	Sell	4,080 -66	-2%	-$4.87K	0.1%	169
2024 Q4	$307K	Sell	4,146 -134	-3%	-$8.83K	0.11%	149
2024 Q3	$216K	Sell	4,280 -472	-10%	-$23K	0.08%	187
2024 Q2	$229K	Sell	4,752 -605	-11%	-$31.9K	0.09%	177
2024 Q1	$306K	Buy	+5,357	New	+$236K	0.12%	157

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

MSRH LLC New York $113M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Jeppson Wealth Management's GBTC Position: Q1 2026 in Review

Jeppson Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q1 2026 at 4,060 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #216.

Jeppson Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $364K in Q3 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

Jeppson Wealth Management held 4,060 shares of Grayscale Bitcoin Trust worth $214K as of Q1 2026.
Jeppson Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q1 2026.
Grayscale Bitcoin Trust made up 0.07% of Jeppson Wealth Management's portfolio in Q1 2026, its #216 holding.
Jeppson Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Jeppson Wealth Management's Grayscale Bitcoin Trust position peaked at $364K in Q3 2025.
650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

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