Beese Fulmer Investment Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Beese Fulmer Investment Management’s Portfolio PBE Stock Details PBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$257K	Sell	3,250 -150	-4%	-$12.1K	0.02%	348
2025 Q4	$279K	Hold	3,400	–	–	0.02%	304
2025 Q3	$238K	Hold	3,400	–	–	0.02%	264
2025 Q2	$218K	Hold	3,400	–	–	0.02%	274
2025 Q1	$216K	Buy	+3,400	New	+$229K	0.02%	234

Other funds holding PBE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Beese Fulmer Investment Management's PBE Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 4.4% in Q1 2026, selling an estimated $12.1K and leaving 3,250 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #348.

Beese Fulmer Investment Management first reported a position in PBE in Q1 2025 and has held it in 5 quarters since. The position peaked at $279K in Q4 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

Beese Fulmer Investment Management held 3,250 shares of Invesco Biotechnology & Genome ETF worth $257K as of Q1 2026.
Beese Fulmer Investment Management sold 150 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $12.1K.
Invesco Biotechnology & Genome ETF made up 0.02% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #348 holding.
Beese Fulmer Investment Management first reported a position in Invesco Biotechnology & Genome ETF in Q1 2025 and has held it in 5 quarters since.
Beese Fulmer Investment Management's Invesco Biotechnology & Genome ETF position peaked at $279K in Q4 2025.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.