GWSA
IBRX icon

Global Wealth Strategies & Associates’s ImmunityBio IBRX Stock Holding History

Global Wealth Strategies & Associates’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 		$274K Buy
29,034
+14
+0% +$112 0.05% 87
2026
Q2 		$254K Hold
29,020
– – 0.05% 85
2026
Q1 		$223K Buy
+29,020
New +$199K 0.05% 76

Other funds holding IBRX

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Global Wealth Strategies & Associates's IBRX Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its ImmunityBio (IBRX) stake by 0.05% in Q3 2026, buying an estimated $112 and bringing the position to 29,034 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #87.

Global Wealth Strategies & Associates first reported a position in IBRX in Q1 2026 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

  • Global Wealth Strategies & Associates held 29,034 shares of ImmunityBio worth $274K as of Q3 2026.
  • Global Wealth Strategies & Associates bought 14 ImmunityBio shares in Q3 2026, an estimated $112.
  • ImmunityBio made up 0.05% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #87 holding.
  • Global Wealth Strategies & Associates first reported a position in ImmunityBio in Q1 2026 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.