The Wealth Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

The Wealth Group’s Portfolio FBTC Stock Details FBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$622K	Sell	8,477 -2,613	-24%	-$162K	0.12%	53
2026 Q2	$566K	Buy	11,090 +1,251	+13%	+$78.2K	0.11%	54
2026 Q1	$581K	Buy	9,839 +3,502	+55%	+$233K	0.13%	50
2025 Q4	$483K	Buy	6,337 +869	+16%	+$75.8K	0.11%	55
2025 Q3	$546K	Sell	5,468 -70	-1%	-$6.99K	0.13%	53
2025 Q2	$521K	Sell	5,538 -2,515	-31%	-$216K	0.13%	49
2025 Q1	$580K	Buy	8,053 +5,056	+169%	+$411K	0.17%	39
2024 Q4	$244K	Buy	+2,997	New	+$217K	0.07%	53

Other funds holding FBTC

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

The Wealth Group's FBTC Position: Q3 2026 in Review

The Wealth Group reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 24% in Q3 2026, selling an estimated $162K and leaving 8,477 shares worth $622K. The position accounts for 0.12% of the portfolio, ranked #53.

The Wealth Group first reported a position in FBTC in Q4 2024 and has held it in 8 quarters since. 182 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

The Wealth Group held 8,477 shares of Fidelity Wise Origin Bitcoin Fund worth $622K as of Q3 2026.
The Wealth Group sold 2,613 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $162K.
Fidelity Wise Origin Bitcoin Fund made up 0.12% of The Wealth Group's portfolio in Q3 2026, its #53 holding.
The Wealth Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 8 quarters since.
182 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

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