Leo Wealth LLC’s Coinbase COIN Stock Holding History

Leo Wealth LLC’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 Q3	–	Sell	-714	Closed	-$250K	–	312
2025 Q2	$250K	Buy	+714	New	+$167K	0.02%	341

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Leo Wealth LLC's COIN Position: Q3 2025 in Review

Leo Wealth LLC sold out of Coinbase (COIN) in Q3 2025, closing a stake of 714 shares — an estimated $250K sold.

Leo Wealth LLC first reported a position in COIN in Q2 2025 and held it in 1 quarter. The position peaked at $250K in Q2 2025. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

Leo Wealth LLC reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
Leo Wealth LLC sold 714 Coinbase shares in Q3 2025, an estimated $250K.
Leo Wealth LLC first reported a position in Coinbase in Q2 2025 and held it in 1 quarter.
Leo Wealth LLC's Coinbase position peaked at $250K in Q2 2025.
1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on Leo Wealth LLC's 13F filing for Q3 2025, filed 14 Nov 2025.