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GoalVest Advisory’s ImmunityBio IBRX Stock Holding History

GoalVest Advisory’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 		$4.72K Hold
500
– – ﹤0.01% 569
2026
Q2 		$4.38K Hold
500
– – ﹤0.01% 395
2026
Q1 		$3.83K Buy
+500
New +$3.42K ﹤0.01% 408

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
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GoalVest Advisory's IBRX Position: Q3 2026 in Review

GoalVest Advisory held its ImmunityBio (IBRX) position steady in Q3 2026 at 500 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

GoalVest Advisory first reported a position in IBRX in Q1 2026 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

  • GoalVest Advisory held 500 shares of ImmunityBio worth $4.72K as of Q3 2026.
  • GoalVest Advisory left its ImmunityBio share count unchanged in Q3 2026.
  • ImmunityBio made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #569 holding.
  • GoalVest Advisory first reported a position in ImmunityBio in Q1 2026 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.