Position in EXEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$249,062
-$29,039 QoQ
Shares Held
5,807
-8.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026EVOKE WEALTH, LLC holds $4,430,822 across 13 Biotechnology names. EXEL ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,150 | $888,536 | |
| 2 | INCY |
Incyte Corp
|
8,503 | $800,302 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,485 | $663,111 | |
| 4 | KALV |
KalVista Pharmaceuticals, Inc.
|
31,542 | $634,940 | |
| 5 | BMRN |
Biomarin Pharmaceutical Inc
|
4,890 | $276,236 | |
| 6 | EXEL |
Exelixis, Inc.
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|
5,807 | $249,062 | |
| 7 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
693 | $229,292 | |
| 8 | SMMT |
Summit Therapeutics Inc.
|
10,668 | $202,265 |
All Filings in EXEL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,062 | 5,807 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $278,101 | 6,345 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $256,810 | 5,826 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||