AI Portfolio Summary
In 2025 Q4, Waverly Advisors, LLC maintained a portfolio of 1530 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 4.4%. Conversely, Waverly Advisors, LLC completely exited their position in CHART INDS INC.
Total Positions
1530
Quarter
2025 Q4
Top Holding
IVV (6.6%)
Top 10 Concentration
23.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 1530
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 6.61% | 7.61% |
#1
Prev: #1
|
4.7 | 50,485 | 4.4% |
P
S
|
1,191,579 | $816,160,781 | 2013 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 2.91% | 3.51% |
#2
Prev: #2
|
3.2 | 3,430 | 0.5% |
P
S
|
736,666 | $359,390,264 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 2.62% | 2.47% |
#3
Prev: #3
|
3.1 | 217,544 | 22.4% |
P
S
|
1,188,506 | $323,107,171 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 2.16% | 2.01% |
#4
Prev: #4
|
3.0 | 284,197 | 30.5% |
P
S
|
1,216,612 | $267,387,020 | 2013 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.86% | 1.76% |
#5
Prev: #5
|
2.9 | 134,910 | 39.7% |
P
S
|
474,910 | $229,675,523 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.82% | 1.75% |
#6
Prev: #6
|
2.8 | 263,982 | 28.0% |
P
S
|
1,205,761 | $224,874,386 | 2013 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PRF
INVESCO EXCHANG...
|
ETF | 1.41% | 1.69% |
#7
Prev: #7
|
0.6 | -55,152 | -1.5% |
P
S
|
3,703,220 | $173,755,098 | 2013 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPIB
SPDR SERIES TRU...
|
ETF | 1.39% | 1.55% |
#8
1
Prev: #9
|
2.6 | 484,033 | 10.5% |
P
S
|
5,080,421 | $171,769,037 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 1.20% | 1.56% |
#9
1
Prev: #8
|
0.5 | -79,766 | -5.1% |
P
S
|
1,471,057 | $147,664,702 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 1.08% | 1.23% |
#10
Prev: #10
|
2.5 | 68,644 | 5.5% |
P
S
|
1,312,548 | $133,853,617 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWB
ISHARES TR
|
ETF | 0.99% | 1.20% |
#11
Prev: #11
|
0.4 | -1,504 | -0.5% |
P
S
|
326,569 | $121,953,656 | 2013 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.98% | 0.44% |
#12
37
Prev: #49
|
2.7 | 120,486 | 165.3% |
P
S
|
193,364 | $121,264,487 | 2013 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.98% | 0.76% |
#13
11
Prev: #24
|
2.5 | 72,926 | 23.4% |
P
S
|
385,200 | $120,567,758 | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 0.94% | 1.04% |
#14
2
Prev: #12
|
2.4 | 90,404 | 6.3% |
P
S
|
1,535,309 | $116,330,397 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.90% | 0.70% |
#15
14
Prev: #29
|
2.5 | 161,232 | 50.3% |
P
S
|
481,844 | $111,219,362 | 2013 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.87% | 0.97% |
#16
1
Prev: #15
|
2.4 | 10,045 | 6.8% |
P
S
|
156,699 | $106,856,403 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.86% | 0.85% |
#17
3
Prev: #20
|
2.4 | 54,430 | 20.8% |
P
S
|
315,628 | $105,820,717 | 2013 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPIE
J P MORGAN EXCH...
|
ETF | 0.85% | 0.97% |
#18
4
Prev: #14
|
2.4 | 170,111 | 8.1% |
P
S
|
2,276,189 | $105,364,814 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HEFA
ISHARES TR
|
ETF | 0.83% | 0.95% |
#19
3
Prev: #16
|
2.3 | 95,434 | 4.0% |
P
S
|
2,490,895 | $103,023,413 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.83% | 0.72% |
#20
8
Prev: #28
|
2.5 | 91,027 | 40.0% |
P
S
|
318,878 | $102,748,878 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.82% | 0.93% |
#21
3
Prev: #18
|
2.4 | 16,593 | 9.0% |
P
S
|
201,436 | $101,251,703 | 2013 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.81% | 0.16% |
#22
102
Prev: #124
|
2.6 | 288,800 | 529.7% |
P
S
|
343,322 | $99,638,918 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.80% | 0.85% |
#23
2
Prev: #21
|
2.4 | 115,303 | 14.2% |
P
S
|
929,551 | $99,183,130 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.78% | 0.99% |
#24
11
Prev: #13
|
0.3 | -28,463 | -5.0% |
P
S
|
542,484 | $96,220,389 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWF
ISHARES TR
|
ETF | 0.77% | 0.72% |
#25
2
Prev: #27
|
2.4 | 46,731 | 30.4% |
P
S
|
200,563 | $94,926,092 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GTLS
CHART INDS INC
|
Industrials | 0.00% | 0.10% |
Sold All 😨
(Was: #199) |
0.3 | -51,168 | -100.0% |
CLOSED
|
— | $— | 2013 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
K
KELLANOVA
|
Consumer Defensive | 0.00% | 0.04% |
Sold All 😨
(Was: #375) |
0.3 | -45,620 | -100.0% |
CLOSED
|
— | $— | 2013 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ARIS
ARIS WATER SOLU...
|
Unknown | 0.00% | 0.04% |
Sold All 😨
(Was: #387) |
0.3 | -144,016 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FUTY
FIDELITY COVING...
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #398) |
0.3 | -57,656 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FSTA
FIDELITY COVING...
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #453) |
0.3 | -53,463 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ONEW
ONEWATER MARINE...
|
Consumer Cyclical | 0.00% | 0.02% |
Sold All 😨
(Was: #481) |
0.3 | -146,019 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TTE
TOTALENERGIES S...
|
Energy | 0.00% | 0.01% |
Sold All 😨
(Was: #597) |
0.3 | -20,553 | -100.0% |
CLOSED
|
— | $— | 2013 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADVM
ADVERUM BIOTECH...
|
Healthcare | 0.00% | 0.01% |
Sold All 😨
(Was: #729) |
0.3 | -160,991 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FOXF
FOX FACTORY HLD...
|
Consumer Cyclical | 0.00% | 0.01% |
Sold All 😨
(Was: #768) |
0.3 | -26,679 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSCP
INVESCO EXCH TR...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #909) |
0.3 | -20,616 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #921) |
0.3 | -1,508 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ZS
ZSCALER INC
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #931) |
0.3 | -1,343 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MOH
MOLINA HEALTHCA...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #932) |
0.3 | -2,102 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSMP
INVESCO EXCH TR...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #944) |
0.3 | -15,903 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RNA
AVIDITY BIOSCIE...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #975) |
0.3 | -8,228 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MANH
MANHATTAN ASSOC...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #1009) |
0.3 | -1,585 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MOS
MOSAIC CO NEW
|
Basic Materials | 0.00% | 0.00% |
Sold All 😨
(Was: #1014) |
0.3 | -9,265 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SILA
SILA REALTY TRU...
|
Real Estate | 0.00% | 0.00% |
Sold All 😨
(Was: #1027) |
0.3 | -12,385 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPIP
SPDR SERIES TRU...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #1034) |
0.3 | -11,607 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EXR
EXTRA SPACE STO...
|
Real Estate | 0.00% | 0.00% |
Sold All 😨
(Was: #1048) |
0.3 | -2,104 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JBL
JABIL INC
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #1066) |
0.3 | -1,311 | -100.0% |
CLOSED
|
— | $— | 2013 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAH
BOOZ ALLEN HAMI...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #1090) |
0.3 | -2,660 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DUSA
DAVIS FUNDAMENT...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #1092) |
0.3 | -5,507 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HEI/A
HEICO CORP NEW
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #1096) |
0.3 | -1,033 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PCEF
INVESCO EXCH TR...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #1107) |
0.3 | -12,675 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCLT
VANGUARD SCOTTS...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #1111) |
0.3 | -3,234 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IDA
IDACORP INC
|
Utilities | 0.00% | 0.00% |
Sold All 😨
(Was: #1115) |
0.3 | -1,877 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ZBRA
ZEBRA TECHNOLOG...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #1117) |
0.3 | -830 | -100.0% |
CLOSED
|
— | $— | 2015 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SGDM
SPROTT ETF TRUS...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #1118) |
0.3 | -3,966 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OVV
OVINTIV INC
|
Energy | 0.00% | 0.00% |
Sold All 😨
(Was: #1126) |
0.3 | -6,013 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NTAP
NETAPP INC
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #1138) |
0.3 | -1,996 | -100.0% |
CLOSED
|
— | $— | 2013 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BALL
BALL CORP
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #1147) |
0.3 | -4,601 | -100.0% |
CLOSED
|
— | $— | 2013 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OLED
UNIVERSAL DISPL...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #1156) |
0.3 | -1,582 | -100.0% |
CLOSED
|
— | $— | 2013 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NFG
NATIONAL FUEL G...
|
Energy | 0.00% | 0.00% |
Sold All 😨
(Was: #1160) |
0.3 | -2,441 | -100.0% |
CLOSED
|
— | $— | 2013 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAVA
CAVA GROUP INC
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #1167) |
0.3 | -3,692 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NNN
NNN REIT INC
|
Real Estate | 0.00% | 0.00% |
Sold All 😨
(Was: #1174) |
0.3 | -5,172 | -100.0% |
CLOSED
|
— | $— | 2013 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SMR
NUSCALE PWR COR...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #1179) |
0.3 | -6,083 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBLC
ISHARES TR
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #1185) |
0.3 | -3,900 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DT
DYNATRACE INC
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #1190) |
0.3 | -4,432 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QABA
FIRST TR EXCHAN...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #1200) |
0.3 | -3,746 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NTR
NUTRIEN LTD
|
Basic Materials | 0.00% | 0.00% |
Sold All 😨
(Was: #1204) |
0.3 | -3,550 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BBWI
BATH & BODY WOR...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #1206) |
0.3 | -8,073 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ARE
ALEXANDRIA REAL...
|
Real Estate | 0.00% | 0.00% |
Sold All 😨
(Was: #1207) |
0.3 | -2,468 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WYNN
WYNN RESORTS LT...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #1219) |
0.3 | -1,561 | -100.0% |
CLOSED
|
— | $— | 2014 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAG
CONAGRA BRANDS ...
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #1220) |
0.3 | -10,921 | -100.0% |
CLOSED
|
— | $— | 2013 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IQI
INVESCO QUALITY...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #1226) |
0.3 | -18,523 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CLF
CLEVELAND-CLIFF...
|
Basic Materials | 0.00% | 0.00% |
Sold All 😨
(Was: #1244) |
0.3 | -11,335 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MVF
BLACKROCK MUNIV...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #1260) |
0.3 | -12,866 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MNKD
MANNKIND CORP
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #1269) |
0.3 | -12,015 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NFE
NEW FORTRESS EN...
|
Energy | 0.00% | 0.00% |
Sold All 😨
(Was: #1274) |
0.3 | -16,525 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DHY
CREDIT SUISSE H...
|
Bond/Debt | 0.00% | 0.00% |
Sold All 😨
(Was: #1275) |
0.3 | -11,564 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GERN
GERON CORP
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #1278) |
0.3 | -10,640 | -100.0% |
CLOSED
|
— | $— | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
COHEN & STEERS ...
|
—
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #1280) |
0.3 | -25,975 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 1530 holdings