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Lake Hills Wealth Management’s Coinbase COIN Stock Holding History

Lake Hills Wealth Management’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-844
Closed -$285K – 62
2025
Q3 		$285K Buy
+844
New +$286K 0.15% 44
2022
Q1 		– Sell
-1,026
Closed -$259K – 44
2021
Q4 		$259K Buy
+1,026
New +$298K 0.18% 48

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lake Hills Wealth Management's COIN Position: Q4 2025 in Review

Lake Hills Wealth Management sold out of Coinbase (COIN) in Q4 2025, closing a stake of 844 shares — an estimated $285K sold.

Lake Hills Wealth Management first reported a position in COIN in Q4 2021 and held it in 2 quarters. The position peaked at $285K in Q3 2025. 1,265 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Lake Hills Wealth Management reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Lake Hills Wealth Management sold 844 Coinbase shares in Q4 2025, an estimated $285K.
  • Lake Hills Wealth Management first reported a position in Coinbase in Q4 2021 and held it in 2 quarters.
  • Lake Hills Wealth Management's Coinbase position peaked at $285K in Q3 2025.
  • 1,265 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Lake Hills Wealth Management's 13F filing for Q4 2025, filed 7 Jan 2026.