HB Wealth Management
ATHE icon

HB Wealth Management’s Alterity Therapeutics ATHE Stock Holding History

HB Wealth Management’s Portfolio ATHE Stock Details ATHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$213K Hold
58,460
– – ﹤0.01% 1691
2026
Q2 		$314K Hold
58,460
– – ﹤0.01% 1354
2026
Q1 		$203K Hold
58,460
– – ﹤0.01% 1436
2025
Q4 		$180K Hold
58,460
– – ﹤0.01% 1340
2025
Q3 		$220K Buy
+58,460
New +$282K ﹤0.01% 1225
2025
Q2 		– Sell
-37,483
Closed -$129K – 1173
2025
Q1 		$129K Buy
37,483
+5,600
+18% +$21.5K ﹤0.01% 1165
2024
Q4 		$110K Buy
31,883
+8,100
+34% +$12.9K ﹤0.01% 1023
2024
Q3 		$31.2K Buy
+23,783
New +$35K ﹤0.01% 960

Other funds holding ATHE

GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Cranbrook Wealth Management
Cranbrook Wealth Management Bloomfield Hills, Michigan $529M AUM 11.19% 1-Year Est. Return

HB Wealth Management's ATHE Position: Q3 2026 in Review

HB Wealth Management held its Alterity Therapeutics (ATHE) position steady in Q3 2026 at 58,460 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

HB Wealth Management first reported a position in ATHE in Q3 2024 and has held it in 8 quarters since. The position peaked at $314K in Q2 2026. 7 funds tracked by Wall St. Rank hold ATHE as of Q3 2026.

  • HB Wealth Management held 58,460 shares of Alterity Therapeutics worth $213K as of Q3 2026.
  • HB Wealth Management left its Alterity Therapeutics share count unchanged in Q3 2026.
  • Alterity Therapeutics made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1691 holding.
  • HB Wealth Management first reported a position in Alterity Therapeutics in Q3 2024 and has held it in 8 quarters since.
  • HB Wealth Management's Alterity Therapeutics position peaked at $314K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Alterity Therapeutics as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.