Position in HCWB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$21,600
-$36,660 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.148%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#8
of 15 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HCWB Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Golden State Wealth Management, LLC holds $333,890 across 26 Biotechnology names. HCWB ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
227 | $101,364 | |
| 2 | IBRX |
ImmunityBio, Inc.
|
4,700 | $36,049 | |
| 3 | IONS |
Ionis Pharmaceuticals Inc
|
376 | $28,233 | |
| 4 | VKTX |
Viking Therapeutics, Inc.
|
790 | $25,706 | |
| 5 | HCWB |
HCW Biologics Inc.
This page
|
10,000 | $21,600 | |
| 6 | ALGS |
Aligos Therapeutics, Inc.
|
2,674 | $19,867 | |
| 7 | INCY |
Incyte Corp
|
176 | $16,565 | |
| 8 | SMMT |
Summit Therapeutics Inc.
|
828 | $15,698 |
All Filings in HCWB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,600 | 10,000 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $58,260 | 10,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $222,000 | 10,000 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $237,900 | 10,000 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||