Pettinga Financial Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Pettinga Financial Advisors’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 Q2	$327K	Buy	7,189 +115	+2%	+$6.41K	0.05%	116
2026 Q1	$373K	Sell	7,074 -5	-0.1%	-$298	0.07%	108
2025 Q4	$484K	Hold	7,079	–	–	0.09%	97
2025 Q3	$635K	Sell	7,079 -136	-2%	-$12.2K	0.12%	83
2025 Q2	$612K	Buy	7,215 +37	+0.5%	+$2.88K	0.13%	78
2025 Q1	$468K	Sell	7,178 -841	-10%	-$62K	0.11%	81
2024 Q4	$594K	Sell	8,019 -5,070	-39%	-$334K	0.13%	74
2024 Q3	$661K	Sell	13,089 -21,759	-62%	-$1.06M	0.16%	65
2024 Q2	$1.68M	Sell	34,848 -12,835	-27%	-$676K	0.42%	41
2024 Q1	$2.72M	Buy	+47,683	New	+$2.1M	0.69%	37

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Pettinga Financial Advisors's GBTC Position: Q2 2026 in Review

Pettinga Financial Advisors increased its Grayscale Bitcoin Trust (GBTC) stake by 1.6% in Q2 2026, buying an estimated $6.41K and bringing the position to 7,189 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #116.

Pettinga Financial Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.72M in Q1 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Pettinga Financial Advisors held 7,189 shares of Grayscale Bitcoin Trust worth $327K as of Q2 2026.
Pettinga Financial Advisors bought 115 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $6.41K.
Grayscale Bitcoin Trust made up 0.05% of Pettinga Financial Advisors's portfolio in Q2 2026, its #116 holding.
Pettinga Financial Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Pettinga Financial Advisors's Grayscale Bitcoin Trust position peaked at $2.72M in Q1 2024.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.