Geneos Wealth Management’s ImmunityBio IBRX Stock Holding History

Geneos Wealth Management’s Portfolio IBRX Stock Details IBRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$54.3K	Hold	5,754	–	–	﹤0.01%	1637
2026 Q2	$50.4K	Hold	5,754	–	–	﹤0.01%	1458
2026 Q1	$44.1K	Buy	5,754 +4,907	+579%	+$33.6K	﹤0.01%	1480
2025 Q4	$1.68K	Hold	847	–	–	﹤0.01%	2345
2025 Q3	$2.08K	Hold	847	–	–	﹤0.01%	2314
2025 Q2	$2.24K	Hold	847	–	–	﹤0.01%	2785
2025 Q1	$2.55K	Sell	847 -1,000	-54%	-$3.03K	﹤0.01%	2700
2024 Q4	$4.73K	Buy	1,847 +1,000	+118%	+$4.17K	﹤0.01%	2351
2024 Q3	$3.15K	Hold	847	–	–	﹤0.01%	2190
2024 Q2	$5.35K	Buy	+847	New	+$5.58K	﹤0.01%	1706

Other funds holding IBRX

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Geneos Wealth Management's IBRX Position: Q3 2026 in Review

Geneos Wealth Management held its ImmunityBio (IBRX) position steady in Q3 2026 at 5,754 shares worth $54.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Geneos Wealth Management first reported a position in IBRX in Q2 2024 and has held it in 10 quarters since. 246 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

Geneos Wealth Management held 5,754 shares of ImmunityBio worth $54.3K as of Q3 2026.
Geneos Wealth Management left its ImmunityBio share count unchanged in Q3 2026.
ImmunityBio made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1637 holding.
Geneos Wealth Management first reported a position in ImmunityBio in Q2 2024 and has held it in 10 quarters since.
246 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.