Position in HALO
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$477,680
-$106,214 QoQ
Shares Held
7,391
-14.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
19 quarters on record
Common Shares in HALO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Spire Wealth Management holds $3,225,256 across 33 Biotechnology names. HALO ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,905 | $850,658 | |
| 2 | HALO |
Halozyme Therapeutics, Inc.
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|
7,391 | $477,680 | |
| 3 | EXEL |
Exelixis, Inc.
|
10,633 | $456,049 | |
| 4 | INCY |
Incyte Corp
|
3,487 | $328,195 | |
| 5 | SRRK |
Scholar Rock Holding Corp
|
6,303 | $309,855 | |
| 6 | INSM |
INSMED Inc
|
765 | $125,092 | |
| 7 | PVLA |
Palvella Therapeutics, Inc.
|
1,000 | $124,650 | |
| 8 | NTLA |
Intellia Therapeutics, Inc.
|
9,036 | $115,841 |
All Filings in HALO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $477,680 | 7,391 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $583,894 | 8,676 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $363,473 | 4,956 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,386 | 142 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $907,824 | 14,227 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,789 | 142 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,128 | 142 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $9,738 | 186 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,566 | 186 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,287 | 116 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $23,531 | 616 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $18,035 | 500 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $19,095 | 500 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $29,758 | 523 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $22,893 | 579 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,180,184 | 163,186 | Shares | Sole | 2022-07-22 | |
| 2021-12-31 | $80,942 | 2,013 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,481 | 61 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $83,921 | 2,013 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||