Position in EXEL
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$242,757
-$20,003 QoQ
Shares Held
5,660
-5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026MINDSET WEALTH MANAGEMENT, LLC holds $1,245,641 across 3 Biotechnology names. EXEL ranks #3 (19.5% of the industry book) .
All Filings in EXEL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,757 | 5,660 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $262,760 | 5,995 | Shares | Sole | 2026-02-12 | |
| 2025-03-31 | $206,493 | 5,593 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||