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LRI Investments’s Grayscale Bitcoin Trust GBTC Stock Holding History

LRI Investments’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
2025
Q4 		– Sell
-267
Closed -$24K – 1370
2025
Q3 		$24K Buy
+267
New +$24K ﹤0.01% 685

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ML
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MRI
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Wealthfront Advisers
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ECM
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LRI Investments's GBTC Position: Q4 2025 in Review

LRI Investments sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 267 shares — an estimated $24K sold.

LRI Investments first reported a position in GBTC in Q3 2025 and held it in 1 quarter. The position peaked at $24K in Q3 2025. 736 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • LRI Investments reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • LRI Investments sold 267 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $24K.
  • LRI Investments first reported a position in Grayscale Bitcoin Trust in Q3 2025 and held it in 1 quarter.
  • LRI Investments's Grayscale Bitcoin Trust position peaked at $24K in Q3 2025.
  • 736 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on LRI Investments's 13F filing for Q4 2025, filed 4 Feb 2026.