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Hemington Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Hemington Wealth Management’s Portfolio PBE Stock Details PBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$30K Hold
434
– – ﹤0.01% 510
2025
Q2 		$27K Hold
434
– – ﹤0.01% 519
2025
Q1 		$27K Hold
434
– – ﹤0.01% 486
2024
Q4 		$28K Buy
434
+137
+46% +$9.45K 0.01% 455
2024
Q3 		$20K Buy
+297
New +$20.6K 0.01% 511

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Hemington Wealth Management's PBE Position: Q3 2025 in Review

Hemington Wealth Management held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q3 2025 at 434 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Hemington Wealth Management first reported a position in PBE in Q3 2024 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold PBE as of Q3 2025.

  • Hemington Wealth Management held 434 shares of Invesco Biotechnology & Genome ETF worth $30K as of Q3 2025.
  • Hemington Wealth Management left its Invesco Biotechnology & Genome ETF share count unchanged in Q3 2025.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #510 holding.
  • Hemington Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q3 2024 and has held it in 5 quarters since.
  • 97 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.