IWC
GBIO

Integrated Wealth Concepts’s Generation Bio GBIO Stock Holding History

Integrated Wealth Concepts’s Portfolio GBIO Stock Details GBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,272
Closed -$29.5K – 1935
2025
Q1 		$29.5K Hold
7,272
– – ﹤0.01% 1715
2024
Q4 		$77.1K Buy
+7,272
New +$130K ﹤0.01% 1665

Other funds holding GBIO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Integrated Wealth Concepts's GBIO Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of Generation Bio (GBIO) in Q2 2025, closing a stake of 7,272 shares — an estimated $29.5K sold.

Integrated Wealth Concepts first reported a position in GBIO in Q4 2024 and held it in 2 quarters. The position peaked at $77.1K in Q4 2024. 61 funds tracked by Wall St. Rank hold GBIO as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining Generation Bio position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 7,272 Generation Bio shares in Q2 2025, an estimated $29.5K.
  • Integrated Wealth Concepts first reported a position in Generation Bio in Q4 2024 and held it in 2 quarters.
  • Integrated Wealth Concepts's Generation Bio position peaked at $77.1K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Generation Bio as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.