WT Wealth Management’s Coinbase COIN Stock Holding History

WT Wealth Management’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 Q3	$251K	Buy	+1,345	New	+$228K	0.07%	126
2025 Q3	–	Sell	-719	Closed	-$252K	–	142
2025 Q2	$252K	Buy	+719	New	+$168K	0.07%	123
2022 Q3	–	Sell	-7,737	Closed	-$364K	–	90
2022 Q2	$364K	Buy	7,737 +911	+13%	+$86.7K	0.18%	88
2022 Q1	$1.3M	Buy	6,826 +2,057	+43%	+$402K	0.5%	68
2021 Q4	$1.2M	Buy	4,769 +45	+1%	+$13.1K	0.44%	69
2021 Q3	$1.07M	Buy	+4,724	New	+$1.16M	0.41%	74

Other funds holding COIN

SDH

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

RWM

Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

WT Wealth Management's COIN Position: Q3 2026 in Review

WT Wealth Management opened a new position in Coinbase (COIN) in Q3 2026: 1,345 shares worth $251K. The stake represents 0.07% of the portfolio and ranks #126 among its holdings. This is a return to the name: WT Wealth Management previously reported a position in COIN as recently as Q2 2025.

WT Wealth Management first reported a position in COIN in Q3 2021 and has held it in 6 quarters since. The position peaked at $1.3M in Q1 2022. 83 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

WT Wealth Management held 1,345 shares of Coinbase worth $251K as of Q3 2026.
Coinbase was a new WT Wealth Management position in Q3 2026.
Coinbase made up 0.07% of WT Wealth Management's portfolio in Q3 2026, its #126 holding.
WT Wealth Management first reported a position in Coinbase in Q3 2021 and has held it in 6 quarters since.
WT Wealth Management's Coinbase position peaked at $1.3M in Q1 2022.
83 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.