Position in CLDX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$297
+$80 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#245
of 252 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLDX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Concord Wealth Partners holds $158,287 across 14 Biotechnology names. CLDX ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRYS |
Krystal Biotech, Inc.
|
213 | $79,165 | |
| 2 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
200 | $60,206 | |
| 3 | AGIO |
Agios Pharmaceuticals, Inc.
|
200 | $7,422 | |
| 4 | HALO |
Halozyme Therapeutics, Inc.
|
66 | $5,165 | |
| 5 | TECH |
BIO-TECHNE Corp
|
44 | $3,108 | |
| 6 | FTRE |
Fortrea Holdings Inc.
|
60 | $1,044 | |
| 7 | CRSP |
CRISPR Therapeutics AG
|
11 | $599 | |
| 8 | MIRM |
Mirum Pharmaceuticals, Inc.
|
5 | $585 |
All Filings in CLDX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297 | 8 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $217 | 8 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $206 | 8 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $162 | 8 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||