Geneos Wealth Management Inc.
Position in BTC — Grayscale Bitcoin Mini Trust ETF
CIK 1764754
ENGLEWOOD, CO
Position in BTC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$411,281
-$58,392 QoQ
Shares Held
15,849
+1.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#170
of 464 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in BTC Over Time
Shares Held
Position Value (USD)
All Filings in BTC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,281 | 15,849 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $469,673 | 15,661 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $619,951 | 16,007 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $819,497 | 16,186 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $756,503 | 15,843 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $216,422 | 5,931 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $190,759 | 4,556 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||