VA
COIN icon

VestGen Advisors’s Coinbase COIN Stock Holding History

VestGen Advisors’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
Q1 		$585K Sell
2,819
-694
-20% -$137K 0.02% 615
2025
Q4 		$794K Buy
3,513
+2,551
+265% +$760K 0.03% 393
2025
Q3 		$325K Buy
962
+184
+24% +$62.4K 0.01% 581
2025
Q2 		$273K Buy
+778
New +$182K 0.01% 519

Other funds holding COIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VestGen Advisors's COIN Position: Q1 2026 in Review

VestGen Advisors reduced its Coinbase (COIN) stake by 20% in Q1 2026, selling an estimated $137K and leaving 2,819 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #615.

VestGen Advisors first reported a position in COIN in Q2 2025 and has held it in 4 quarters since. The position peaked at $794K in Q4 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • VestGen Advisors held 2,819 shares of Coinbase worth $585K as of Q1 2026.
  • VestGen Advisors sold 694 Coinbase shares in Q1 2026, an estimated $137K.
  • Coinbase made up 0.02% of VestGen Advisors's portfolio in Q1 2026, its #615 holding.
  • VestGen Advisors first reported a position in Coinbase in Q2 2025 and has held it in 4 quarters since.
  • VestGen Advisors's Coinbase position peaked at $794K in Q4 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.