Puff Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$236K Hold
3,014
0.3% 65
2025
Q3
$301K Buy
+3,014
New +$301K 0.46% 51

Other funds holding FBTC

Puff Wealth Management's FBTC Position: Q4 2025 in Review

Puff Wealth Management held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q4 2025 at 3,014 shares worth $236K. The position accounts for 0.3% of the portfolio, ranked #65.

Puff Wealth Management first reported a position in FBTC in Q3 2025 and has held it in 2 quarters since. The position peaked at $301K in Q3 2025. 674 funds tracked by Wall St. Rank hold FBTC as of Q4 2025.

  • Puff Wealth Management held 3,014 shares of Fidelity Wise Origin Bitcoin Fund worth $236K as of Q4 2025.
  • Puff Wealth Management left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q4 2025.
  • Fidelity Wise Origin Bitcoin Fund made up 0.3% of Puff Wealth Management's portfolio in Q4 2025, its #65 holding.
  • Puff Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 2 quarters since.
  • Puff Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $301K in Q3 2025.
  • 674 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q4 2025.

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