Question 1

Does AE Wealth Management own COIN stock?

Accepted Answer

Yes. As of its Q2 2026 13F, AE Wealth Management holds 12,547 shares of COIN (Coinbase Global), worth $1.8M.

Question 2

How many shares of COIN does AE Wealth Management own?

Accepted Answer

As of its Q2 2026 13F, AE Wealth Management holds 12,547 shares of COIN (Coinbase Global).

Question 3

What is AE Wealth Management's COIN position worth?

Accepted Answer

As of its Q2 2026 13F, AE Wealth Management's COIN position is worth $1.8M.

Question 4

Is AE Wealth Management buying or selling COIN?

Accepted Answer

In Q2 2026, AE Wealth Management reduced its COIN position by 1,108 shares (-8.1%).

Question 5

When did AE Wealth Management first buy COIN?

Accepted Answer

AE Wealth Management already held COIN in its Q2 2021 13F, the earliest on record, and has listed it in 19 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	12,547	-8.1%	$1.8M	0.0%	$146.19	0
2026-Q1	Increased	13,655	+67.5%	$2.4M	0.0%	$174.61	38
2025-Q4	Increased	8,154	+245.9%	$1.8M	0.0%	$226.14	42
2025-Q3	Increased	2,357	+40.9%	$795,481	0.0%	$337.49	33
2025-Q2	Increased	1,673	+30.6%	$586,341	0.0%	$350.49	31
2025-Q1	Increased	1,281	+23.6%	$220,666	0.0%	$172.23	28
2024-Q4	New	1,036	—	$257,133	0.0%	$248.30	32
2024-Q3	Exited	0	-100.0%	$0	0.0%	$178.17	0