Centurion Wealth Management
IOVA icon

Centurion Wealth Management’s Iovance Biotherapeutics IOVA Stock Holding History

Centurion Wealth Management’s Portfolio IOVA Stock Details IOVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.03M Hold
69,168
– – 0.25% 93
2026
Q2 		$288K Buy
69,168
+10,784
+18% +$41K 0.07% 229
2026
Q1 		$205K Buy
58,384
+6,000
+11% +$19.2K 0.05% 297
2025
Q4 		$143K Sell
52,384
-700
-1% -$1.62K 0.03% 301
2025
Q3 		$115K Buy
+53,084
New +$125K 0.03% 299

Other funds holding IOVA

Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Sugar Maple Asset Management
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Haven Capital Group
Haven Capital Group Westlake Village, California $131M AUM 23.95% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Arcataur Capital Management
Arcataur Capital Management Milwaukee, Wisconsin $405M AUM 14.9% 1-Year Est. Return

Centurion Wealth Management's IOVA Position: Q3 2026 in Review

Centurion Wealth Management held its Iovance Biotherapeutics (IOVA) position steady in Q3 2026 at 69,168 shares worth $1.03M. The position accounts for 0.25% of the portfolio, ranked #93.

Centurion Wealth Management first reported a position in IOVA in Q3 2025 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold IOVA as of Q3 2026.

  • Centurion Wealth Management held 69,168 shares of Iovance Biotherapeutics worth $1.03M as of Q3 2026.
  • Centurion Wealth Management left its Iovance Biotherapeutics share count unchanged in Q3 2026.
  • Iovance Biotherapeutics made up 0.25% of Centurion Wealth Management's portfolio in Q3 2026, its #93 holding.
  • Centurion Wealth Management first reported a position in Iovance Biotherapeutics in Q3 2025 and has held it in 5 quarters since.
  • 30 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.