AWM
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AE Wealth Management’s HCW Biologics HCWB Stock Holding History

AE Wealth Management’s Portfolio HCWB Stock Details HCWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-125
Closed -$8.46K – 2207
2025
Q1 		$8.46K Hold
125
– – ﹤0.01% 1875
2024
Q4 		$13.4K Hold
125
– – ﹤0.01% 1801
2024
Q3 		$16.2K Hold
125
– – ﹤0.01% 1230
2024
Q2 		$19.4K Hold
125
– – ﹤0.01% 1224
2024
Q1 		$52.5K Hold
125
– – ﹤0.01% 1132
2023
Q4 		$33K Buy
+125
New +$42.6K ﹤0.01% 1998

Other funds holding HCWB

GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AE Wealth Management's HCWB Position: Q2 2025 in Review

AE Wealth Management sold out of HCW Biologics (HCWB) in Q2 2025, closing a stake of 125 shares — an estimated $8.46K sold.

AE Wealth Management first reported a position in HCWB in Q4 2023 and held it in 6 quarters. The position peaked at $52.5K in Q1 2024. 8 funds tracked by Wall St. Rank hold HCWB as of Q2 2025.

  • AE Wealth Management reported no remaining HCW Biologics position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 125 HCW Biologics shares in Q2 2025, an estimated $8.46K.
  • AE Wealth Management first reported a position in HCW Biologics in Q4 2023 and held it in 6 quarters.
  • AE Wealth Management's HCW Biologics position peaked at $52.5K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held HCW Biologics as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.