LIBERTY WEALTH MANAGEMENT LLC

Position in VRTX — Vertex Pharmaceuticals Inc / Ma

CIK 1769302 OAKLAND, CA

Position in VRTX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$228,495

+$23,087 QoQ

Shares Held

460

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,358

of 1,735 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

LIBERTY WEALTH MANAGEMENT LLC holds $357,941 across 4 Biotechnology names. VRTX ranks #1 (63.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRTX	Vertex Pharmaceuticals Inc / Ma This page	460	$228,495
2	GNLX	GENELUX Corp	16,547	$49,806
3	NGEN	Nervgen Pharma Corp.	22,000	$45,320
4	CRBU	Caribou Biosciences, Inc.	19,500	$34,320

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,495	460	0.0%	Shares	Sole	2026-08-06
2026-03-31	$205,408	460	+0.2%	Shares	Sole	2026-05-12
2025-12-31	$208,092	459	+47.1%	Shares	Sole	2026-02-04
2021-09-30	$56,593	312	0.0%	Shares	Sole	2021-11-15
2021-06-30	$62,908	312	-4.0%	Shares	Sole	2021-08-13
2021-03-31	$69,839	325	0.0%	Shares	Sole	2021-05-17
2020-12-31	$76,810	325	+0.3%	Shares	Sole	2021-02-09
2020-09-30	$88,166	324	+3.8%	Shares	Sole	2020-11-05
2020-06-30	$90,576	312	-25.2%	Shares	Sole	2020-08-04
2020-03-31	$99,225	417	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.