Geneos Wealth Management Inc.
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1764754
ENGLEWOOD, CO
Position in FBTC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$91,124
+$37,112 QoQ
Shares Held
1,785
+95.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#506
of 621 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in FBTC Over Time
Shares Held
Position Value (USD)
All Filings in FBTC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,124 | 1,785 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $54,012 | 915 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,286 | 30 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,994 | 30 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,819 | 30 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $498,752 | 6,930 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $186,573 | 2,287 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||