Position in KYTX
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$170,874
+$55,254 QoQ
Shares Held
19,800
+61.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KYTX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Phoenix Wealth Advisors holds $222,114 across 2 Biotechnology names. KYTX ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYTX |
Kyverna Therapeutics, Inc.
This page
|
19,800 | $170,874 | |
| 2 | ALLO |
Allogene Therapeutics, Inc.
|
21,000 | $51,240 |
All Filings in KYTX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $170,874 | 19,800 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $115,620 | 12,300 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $63,000 | 10,500 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $32,235 | 10,500 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||