Corient Private Wealth’s Cibus CBUS Stock Holding History

Corient Private Wealth’s Portfolio CBUS Stock Details CBUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$226K	Hold	164,974	–	–	﹤0.01%	2741
2026 Q1	$327K	Buy	164,974 +81,552	+98%	+$210K	﹤0.01%	2276
2025 Q4	$145K	Buy	+83,422	New	+$124K	﹤0.01%	2480
2025 Q3	–	Sell	-83,422	Closed	-$115K	–	2574
2025 Q2	$115K	Hold	83,422	–	–	﹤0.01%	2311
2025 Q1	$156K	Buy	83,422 +21,700	+35%	+$50.9K	﹤0.01%	2113
2024 Q4	$172K	Sell	61,722 -60,000	-49%	-$232K	﹤0.01%	2155
2024 Q3	$397K	Hold	121,722	–	–	﹤0.01%	1871
2024 Q2	$1.2M	Hold	121,722	–	–	﹤0.01%	1254
2024 Q1	$2.73M	Hold	121,722	–	–	﹤0.01%	889
2023 Q4	$2.39M	Hold	121,722	–	–	﹤0.01%	925
2023 Q3	$2.22M	Buy	+121,722	New	+$2.19M	0.01%	873

Other funds holding CBUS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UCFA

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

CFG

Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Corient Private Wealth's CBUS Position: Q2 2026 in Review

Corient Private Wealth held its Cibus (CBUS) position steady in Q2 2026 at 164,974 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2741.

Corient Private Wealth first reported a position in CBUS in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.73M in Q1 2024. 62 funds tracked by Wall St. Rank hold CBUS as of Q2 2026.

Corient Private Wealth held 164,974 shares of Cibus worth $226K as of Q2 2026.
Corient Private Wealth left its Cibus share count unchanged in Q2 2026.
Cibus made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2741 holding.
Corient Private Wealth first reported a position in Cibus in Q3 2023 and has held it in 11 quarters since.
Corient Private Wealth's Cibus position peaked at $2.73M in Q1 2024.
62 funds tracked by Wall St. Rank held Cibus as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.