Position in HALO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$559,160
+$81,480 QoQ
Shares Held
7,144
-3.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#378
of 664 holders
Holding Since
Mar 2021
20 quarters on record
Common Shares in HALO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $7,680,555 across 34 Biotechnology names. HALO ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RVMD |
Revolution Medicines, Inc.
|
16,140 | $3,022,698 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,953 | $970,113 | |
| 3 | ARGX |
Argenx SE
|
914 | $847,981 | |
| 4 | NTLA |
Intellia Therapeutics, Inc.
|
39,516 | $668,610 | |
| 5 | HALO |
Halozyme Therapeutics, Inc.
This page
|
7,144 | $559,160 | |
| 6 | EXEL |
Exelixis, Inc.
|
8,794 | $478,481 | |
| 7 | SRRK |
Scholar Rock Holding Corp
|
6,303 | $346,665 | |
| 8 | PVLA |
Palvella Therapeutics, Inc.
|
1,000 | $152,820 |
All Filings in HALO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,160 | 7,144 | Shares | Sole | 2026-07-15 | |
| 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. | ||||||