Golden State Wealth Management’s ImmunityBio IBRX Stock Holding History

Golden State 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 Q2	$41.1K	Hold	4,700	–	–	﹤0.01%	772
2026 Q1	$36K	Hold	4,700	–	–	﹤0.01%	767
2025 Q4	$9.31K	Hold	4,700	–	–	﹤0.01%	1127
2025 Q3	$11.6K	Hold	4,700	–	–	﹤0.01%	1068
2025 Q2	$12.4K	Buy	4,700 +4,000	+571%	+$10.8K	﹤0.01%	1021
2025 Q1	$2.11K	Hold	700	–	–	﹤0.01%	1311
2024 Q4	$1.79K	Buy	+700	New	+$2.92K	﹤0.01%	1267

Other funds holding IBRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Golden State Wealth Management's IBRX Position: Q2 2026 in Review

Golden State Wealth Management held its ImmunityBio (IBRX) position steady in Q2 2026 at 4,700 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Golden State Wealth Management first reported a position in IBRX in Q4 2024 and has held it in 7 quarters since. 404 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

Golden State Wealth Management held 4,700 shares of ImmunityBio worth $41.1K as of Q2 2026.
Golden State Wealth Management left its ImmunityBio share count unchanged in Q2 2026.
ImmunityBio made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #772 holding.
Golden State Wealth Management first reported a position in ImmunityBio in Q4 2024 and has held it in 7 quarters since.
404 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.