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Summit Wealth Group (Colorado)’s Grayscale Bitcoin Trust GBTC Stock Holding History

Summit Wealth Group (Colorado)’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
-2,875
Closed -$511K – 403
2025
Q3 		$511K Buy
+2,875
New +$259K 0.05% 257

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Summit Wealth Group (Colorado)'s GBTC Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 2,875 shares — an estimated $511K sold.

Summit Wealth Group (Colorado) first reported a position in GBTC in Q3 2025 and held it in 1 quarter. The position peaked at $511K in Q3 2025. 738 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,875 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $511K.
  • Summit Wealth Group (Colorado) first reported a position in Grayscale Bitcoin Trust in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Grayscale Bitcoin Trust position peaked at $511K in Q3 2025.
  • 738 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.