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Clearstead Advisors’s Metagenomi Therapeutics MGX Stock Holding History

Clearstead Advisors’s Portfolio MGX Stock Details MGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-130
Closed -$193 – 3273
2025
Q2 		$193 Buy
+130
New +$204 ﹤0.01% 2565

Other funds holding MGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SVGI
Sozo Ventures GP II Redwood City, California $1.33M AUM 9.22% 1-Year Est. Return
CCM
Catalio Capital Management New York $479M AUM 140.7% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Clearstead Advisors's MGX Position: Q3 2025 in Review

Clearstead Advisors sold out of Metagenomi Therapeutics (MGX) in Q3 2025, closing a stake of 130 shares — an estimated $193 sold.

Clearstead Advisors first reported a position in MGX in Q2 2025 and held it in 1 quarter. The position peaked at $193 in Q2 2025. 58 funds tracked by Wall St. Rank hold MGX as of Q3 2025.

  • Clearstead Advisors reported no remaining Metagenomi Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 130 Metagenomi Therapeutics shares in Q3 2025, an estimated $193.
  • Clearstead Advisors first reported a position in Metagenomi Therapeutics in Q2 2025 and held it in 1 quarter.
  • Clearstead Advisors's Metagenomi Therapeutics position peaked at $193 in Q2 2025.
  • 58 funds tracked by Wall St. Rank held Metagenomi Therapeutics as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.