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 Q2	$291K	Hold	3,250	–	–	0.02%	306
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 $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

YIA

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

Beese Fulmer Investment Management's PBE Position: Q2 2026 in Review

Beese Fulmer Investment Management held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q2 2026 at 3,250 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #306.

Beese Fulmer Investment Management first reported a position in PBE in Q1 2025 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

Beese Fulmer Investment Management held 3,250 shares of Invesco Biotechnology & Genome ETF worth $291K as of Q2 2026.
Beese Fulmer Investment Management left its Invesco Biotechnology & Genome ETF share count unchanged in Q2 2026.
Invesco Biotechnology & Genome ETF made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #306 holding.
Beese Fulmer Investment Management first reported a position in Invesco Biotechnology & Genome ETF in Q1 2025 and has held it in 6 quarters since.
105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.