CreativeOne Wealth, LLC
Position in HALO — Halozyme Therapeutics, Inc.
CIK 1739728
OVERLAND PARK, KS
Position in HALO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,901,479
+$1,046,702 QoQ
Shares Held
29,421
+131.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HALO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026CreativeOne Wealth, LLC holds $5,576,451 across 11 Biotechnology names. HALO ranks #1 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HALO |
Halozyme Therapeutics, Inc.
This page
|
29,421 | $1,901,479 | |
| 2 | EXEL |
Exelixis, Inc.
|
30,049 | $1,288,800 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,924 | $859,142 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
|
659 | $509,169 | |
| 5 | MLYS |
Mineralys Therapeutics, Inc.
|
10,750 | $291,217 | |
| 6 | INSM |
INSMED Inc
|
1,485 | $242,827 | |
| 7 | MGTX |
MeiraGTx Holdings plc
|
26,424 | $228,831 | |
| 8 | ARDX |
Ardelyx, Inc.
|
22,793 | $136,530 |
All Filings in HALO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,901,479 | 29,421 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $854,777 | 12,701 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,011,871 | 13,797 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $861,399 | 16,559 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,126,629 | 17,656 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $878,891 | 18,383 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,035,414 | 18,089 | Shares | Other | 2024-11-13 | |
| 2022-12-31 | $269,933 | 4,744 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||