VestGen Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

VestGen 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	$721K	Sell	15,849 -327	-2%	-$18.2K	0.02%	550
2026 Q1	$1.02M	Sell	16,176 -222	-1%	-$13.2K	0.03%	459
2025 Q4	$1.12M	Buy	16,398 +1,631	+11%	+$128K	0.05%	339
2025 Q3	$1.33M	Buy	14,767 +3,938	+36%	+$354K	0.04%	325
2025 Q2	$919K	Buy	10,829 +6,873	+174%	+$534K	0.04%	341
2025 Q1	$258K	Buy	+3,956	New	+$292K	0.01%	494

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

VestGen Advisors's GBTC Position: Q2 2026 in Review

VestGen Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 2% in Q2 2026, selling an estimated $18.2K and leaving 15,849 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #550.

VestGen Advisors first reported a position in GBTC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.33M in Q3 2025. 599 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

VestGen Advisors held 15,849 shares of Grayscale Bitcoin Trust worth $721K as of Q2 2026.
VestGen Advisors sold 327 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $18.2K.
Grayscale Bitcoin Trust made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #550 holding.
VestGen Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Grayscale Bitcoin Trust position peaked at $1.33M in Q3 2025.
599 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.