Position in OCGN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$30,630
-$5,570 QoQ
Shares Held
20,020
+0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 35 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OCGN Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $27,989,725 across 15 Biotechnology names. OCGN ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
22,168 | $11,011,510 | |
| 2 | ASND |
Ascendis Pharma A/S
|
11,181 | $2,982,196 | |
| 3 | ABVX |
Abivax S.A.
|
20,817 | $2,774,073 | |
| 4 | HALO |
Halozyme Therapeutics, Inc.
|
33,976 | $2,659,301 | |
| 5 | LGND |
Ligand Pharmaceuticals Inc
|
7,956 | $2,514,812 | |
| 6 | ARGX |
Argenx SE
|
2,197 | $2,038,310 | |
| 7 | DBVT |
DBV Technologies S.A.
|
89,692 | $1,470,948 | |
| 8 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,211 | $755,106 |
All Filings in OCGN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,630 | 20,020 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $36,200 | 20,000 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $27,000 | 20,000 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $32,600 | 20,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $19,400 | 20,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,120 | 20,000 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $16,100 | 20,000 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $19,840 | 20,000 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $31,000 | 20,000 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||