Position in AGEN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$306
-$854 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#94
of 103 holders
Holding Since
Mar 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGEN Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026LifeSteps Financial, Inc. holds $461,241 across 14 Biotechnology names. AGEN ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNLX |
GENELUX Corp
|
121,965 | $367,114 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
47 | $23,346 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
36 | $22,447 | |
| 4 | IONS |
Ionis Pharmaceuticals Inc
|
200 | $15,858 | |
| 5 | MRNA |
Moderna, Inc.
|
152 | $10,644 | |
| 6 | ARGX |
Argenx SE
|
7 | $6,494 | |
| 7 | INCY |
Incyte Corp
|
43 | $4,874 | |
| 8 | CRSP |
CRISPR Therapeutics AG
|
85 | $4,635 |
All Filings in AGEN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306 | 100 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $1,160 | 2,000 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||