Position in COIN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,947,130
-$767,340 QoQ
Shares Held
27,000
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#281
of 1,109 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Centric Wealth Management holds $4,240,275 across 2 Financial Data & Stock Exchanges names. COIN ranks #1 (93.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
This page
|
27,000 | $3,947,130 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
1,208 | $293,145 |
All Filings in COIN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,947,130 | 27,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,714,470 | 27,000 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $1,359,747 | 4,029 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||