Koa Wealth Management, LLC
Position in PACB — Pacific Biosciences Of California, Inc.
CIK 2022118
Encinitas, CA
Position in PACB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$201,600
+$43,200 QoQ
Shares Held
120,000
0.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#76
of 222 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PACB Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Koa Wealth Management, LLC holds $290,174 across 2 Medical Devices names. PACB ranks #1 (69.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PACB |
Pacific Biosciences Of California, Inc.
This page
|
120,000 | $201,600 | |
| 2 | CATX |
Perspective Therapeutics, Inc.
|
25,975 | $88,574 |
All Filings in PACB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,600 | 120,000 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $158,400 | 120,000 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $224,400 | 120,000 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $153,600 | 120,000 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $148,800 | 120,000 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $141,600 | 120,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $219,600 | 120,000 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $204,000 | 120,000 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $164,400 | 120,000 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $450,000 | 120,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,177,200 | 120,000 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||