Position in CVM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3
-$6 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 41 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVM Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Golden State Wealth Management, LLC holds $1,014,169 across 26 Biotechnology names. CVM ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABSI |
Absci Corp
|
28,000 | $324,520 | |
| 2 | ABCL |
AbCellera Biologics Inc.
|
30,000 | $235,500 | |
| 3 | MRNA |
Moderna, Inc.
|
2,025 | $141,810 | |
| 4 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
227 | $112,757 | |
| 5 | IBRX |
ImmunityBio, Inc.
|
4,700 | $41,148 | |
| 6 | VKTX |
Viking Therapeutics, Inc.
|
790 | $30,817 | |
| 7 | IONS |
Ionis Pharmaceuticals Inc
|
376 | $29,813 | |
| 8 | TGTX |
Tg Therapeutics, Inc.
|
433 | $23,789 |
All Filings in CVM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3 | 3 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $9 | 3 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $15 | 3 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27 | 3 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6 | 3 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $22 | 100 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $39 | 100 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $1,153 | 100 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||