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Venturi Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-72
Closed -$5.33K – 1061
2024
Q4 		$5.33K Hold
72
– – ﹤0.01% 1638
2024
Q3 		$3.64K Sell
72
-25
-26% -$1.22K ﹤0.01% 1559
2024
Q2 		$4.71K Sell
97
-7
-7% -$369 ﹤0.01% 1249
2024
Q1 		$5.94K Buy
+104
New +$4.58K ﹤0.01% 1049

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MRI
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Venturi Wealth Management's GBTC Position: Q1 2025 in Review

Venturi Wealth Management sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2025, closing a stake of 72 shares — an estimated $5.33K sold.

Venturi Wealth Management first reported a position in GBTC in Q1 2024 and held it in 4 quarters. The position peaked at $5.94K in Q1 2024. 708 funds tracked by Wall St. Rank hold GBTC as of Q1 2025.

  • Venturi Wealth Management reported no remaining Grayscale Bitcoin Trust position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 72 Grayscale Bitcoin Trust shares in Q1 2025, an estimated $5.33K.
  • Venturi Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 4 quarters.
  • Venturi Wealth Management's Grayscale Bitcoin Trust position peaked at $5.94K in Q1 2024.
  • 708 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.