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Retirement Wealth Solutions’s Coinbase COIN Stock Holding History

Retirement Wealth Solutions’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
2026
Q3 		$5.59K Buy
30
+14
+88% +$2.38K ﹤0.01% 366
2026
Q2 		$2.34K Sell
16
-12
-43% -$2.17K ﹤0.01% 494
2026
Q1 		$4.89K Buy
28
+23
+460% +$4.53K ﹤0.01% 325
2025
Q4 		$1.13K Sell
5
-16
-76% -$4.77K ﹤0.01% 557
2025
Q3 		$7.09K Buy
+21
New +$7.12K ﹤0.01% 260

Other funds holding COIN

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Retirement Wealth Solutions's COIN Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Coinbase (COIN) stake by 88% in Q3 2026, buying an estimated $2.38K and bringing the position to 30 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Retirement Wealth Solutions first reported a position in COIN in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.09K in Q3 2025. 36 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Retirement Wealth Solutions held 30 shares of Coinbase worth $5.59K as of Q3 2026.
  • Retirement Wealth Solutions bought 14 Coinbase shares in Q3 2026, an estimated $2.38K.
  • Coinbase made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #366 holding.
  • Retirement Wealth Solutions first reported a position in Coinbase in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Coinbase position peaked at $7.09K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.