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

Valeo 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 		$305K Buy
6,700
+34
+0.5% +$1.9K 0.01% 619
2026
Q1 		$352K Sell
6,666
-1,210
-15% -$72.1K 0.01% 495
2025
Q4 		$538K Sell
7,876
-872
-10% -$68.3K 0.01% 447
2025
Q3 		$785K Sell
8,748
-15
-0.2% -$1.35K 0.02% 363
2025
Q2 		$743K Sell
8,763
-1,012
-10% -$78.7K 0.02% 362
2025
Q1 		$637K Sell
9,775
-32
-0.3% -$2.36K 0.02% 349
2024
Q4 		$726K Sell
9,807
-1,571
-14% -$104K 0.02% 331
2024
Q3 		$575K Buy
11,378
+79
+0.7% +$3.85K 0.02% 382
2024
Q2 		$543K Sell
11,299
-342
-3% -$18K 0.02% 367
2024
Q1 		$598K Buy
+11,641
New +$512K 0.02% 323

Other funds holding GBTC

RDWM
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LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return