Position in TRDA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$140,082
+$25,974 QoQ
Shares Held
11,100
0.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
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 TRDA Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026IHT Wealth Management, LLC holds $1,928,853 across 7 Biotechnology names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,655 | $822,088 | |
| 2 | TLX |
Telix Pharmaceuticals Ltd
|
32,295 | $372,361 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
557 | $347,311 | |
| 4 | BBIO |
BridgeBio Pharma, Inc.
|
4,000 | $297,920 | |
| 5 | GERN |
Geron Corp
|
35,250 | $45,120 | |
| 6 | RXRX |
Recursion Pharmaceuticals, Inc.
|
10,704 | $39,283 | |
| 7 | MREO |
Mereo BioPharma Group plc
|
15,000 | $4,770 |
All Filings in TRDA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,082 | 11,100 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $114,108 | 11,100 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $64,380 | 11,100 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $71,904 | 10,700 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||