Everhart Financial Group’s Bio-Rad Laboratories Class A BIO Stock Holding History

Everhart Financial Group’s Portfolio BIO Stock Details BIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$276K	Buy	+731	New	+$255K	0.02%	399

Other funds holding BIO

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Everhart Financial Group's BIO Position: Q3 2026 in Review

Everhart Financial Group opened a new position in Bio-Rad Laboratories Class A (BIO) in Q3 2026: 731 shares worth $276K. The stake represents 0.02% of the portfolio and ranks #399 among its holdings.

10 funds tracked by Wall St. Rank hold BIO as of Q3 2026.

Everhart Financial Group held 731 shares of Bio-Rad Laboratories Class A worth $276K as of Q3 2026.
Bio-Rad Laboratories Class A was a new Everhart Financial Group position in Q3 2026.
Bio-Rad Laboratories Class A made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #399 holding.
10 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.