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Kestra Private Wealth Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Kestra Private Wealth Services’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 		$2.76M Sell
52,298
-2,710
-5% -$161K 0.03% 462
2025
Q4 		$3.76M Hold
55,008
– – 0.05% 371
2025
Q3 		$4.94M Sell
55,008
-1,090
-2% -$98.1K 0.06% 303
2025
Q2 		$4.76M Buy
56,098
+158
+0.3% +$12.3K 0.07% 280
2025
Q1 		$3.65M Sell
55,940
-536
-0.9% -$39.5K 0.06% 311
2024
Q4 		$4.18M Buy
56,476
+8,501
+18% +$560K 0.07% 276
2024
Q3 		$2.42M Sell
47,975
-21,762
-31% -$1.06M 0.04% 375
2024
Q2 		$3.35M Sell
69,737
-3,854
-5% -$203K 0.07% 278
2024
Q1 		$4.2M Buy
+73,591
New +$3.24M 0.09% 229

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