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Centric Wealth Management

SEC CIK
0001752761
Latest filing
Aug 6, 2026

COIN holding history

Coinbase Global, Inc. in every 13F filed by Centric Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COIN overviewAll 13F holders of COINFull Q2 2026 holdings

Shares (Q2 2026)
27,000
Value
$5.48M
% of portfolio
0.9%
Quarters held
3
Since Q3 2025
Holdings of COIN by Centric Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,000$5.48M0.9%00.0%UnchangedHolders
Q1 202627,000$5.48M1.1%+27,000NewHolders
Q4 20250$00.0%−4,029−100.0%Sold outHolders
Q3 20254,029$1.39M0.3%+4,029NewHolders