Position in HALO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$406,612
+$70,860 QoQ
Shares Held
5,195
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#419
of 664 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HALO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Visionary Wealth Advisors holds $2,529,659 across 7 Biotechnology names. HALO ranks #4 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,536 | $762,977 | |
| 2 | VKTX |
Viking Therapeutics, Inc.
|
19,154 | $747,197 | |
| 3 | IBRX |
ImmunityBio, Inc.
|
49,260 | $431,271 | |
| 4 | HALO |
Halozyme Therapeutics, Inc.
This page
|
5,195 | $406,612 | |
| 5 | MESO |
Mesoblast Ltd
|
10,325 | $139,697 | |
| 6 | AVXL |
Anavex Life Sciences Corp.
|
10,890 | $28,205 | |
| 7 | CBUS |
Cibus, Inc.
|
10,000 | $13,700 |
All Filings in HALO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,612 | 5,195 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $335,752 | 5,195 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||