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GeoWealth Management’s Iovance Biotherapeutics IOVA Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-770
Closed -$5.7K – 1433
2024
Q4 		$5.7K Sell
770
-50
-6% -$463 ﹤0.01% 1539
2024
Q3 		$7.7K Buy
+820
New +$7.77K ﹤0.01% 1399

Other funds holding IOVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFM
MHR Fund Management New York $1.92B AUM 119.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

GeoWealth Management's IOVA Position: Q1 2025 in Review

GeoWealth Management sold out of Iovance Biotherapeutics (IOVA) in Q1 2025, closing a stake of 770 shares — an estimated $5.7K sold.

GeoWealth Management first reported a position in IOVA in Q3 2024 and held it in 2 quarters. The position peaked at $7.7K in Q3 2024. 302 funds tracked by Wall St. Rank hold IOVA as of Q1 2025.

  • GeoWealth Management reported no remaining Iovance Biotherapeutics position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 770 Iovance Biotherapeutics shares in Q1 2025, an estimated $5.7K.
  • GeoWealth Management first reported a position in Iovance Biotherapeutics in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Iovance Biotherapeutics position peaked at $7.7K in Q3 2024.
  • 302 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.