MGB Wealth Management’s Coinbase COIN Stock Holding History

MGB 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	-600	Closed	-$202K	–	313
2025 Q3	$202K	Buy	+600	New	+$203K	0.06%	222
2025 Q1	–	Sell	-2,972	Closed	-$740K	–	295
2024 Q4	$740K	Buy	+2,972	New	+$754K	0.23%	84

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MGB Wealth Management's COIN Position: Q4 2025 in Review

MGB Wealth Management sold out of Coinbase (COIN) in Q4 2025, closing a stake of 600 shares — an estimated $202K sold.

MGB Wealth Management first reported a position in COIN in Q4 2024 and held it in 2 quarters. The position peaked at $740K in Q4 2024. 1,263 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

MGB Wealth Management reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
MGB Wealth Management sold 600 Coinbase shares in Q4 2025, an estimated $202K.
MGB Wealth Management first reported a position in Coinbase in Q4 2024 and held it in 2 quarters.
MGB Wealth Management's Coinbase position peaked at $740K in Q4 2024.
1,263 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.