JSW
LONA

Journey Strategic Wealth’s LeonaBio Inc LONA Stock Holding History

Journey Strategic Wealth’s Portfolio LONA Stock Details LONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,054
Closed -$6.2K – 711
2025
Q2 		$6.2K Hold
2,054
– – ﹤0.01% 661
2025
Q1 		$5.85K Hold
2,054
– – ﹤0.01% 504
2024
Q4 		$12.1K Hold
2,054
– – ﹤0.01% 501
2024
Q3 		$9.16K Hold
2,054
– – ﹤0.01% 510
2024
Q2 		$54.4K Hold
2,054
– – ﹤0.01% 394
2024
Q1 		$56.3K Hold
2,054
– – ﹤0.01% 313
2023
Q4 		$49.9K Hold
2,054
– – ﹤0.01% 230
2023
Q3 		$41.5K Hold
2,054
– – ﹤0.01% 201
2023
Q2 		$60.6K Hold
2,054
– – ﹤0.01% 196
2023
Q1 		$51.4K Hold
2,054
– – 0.01% 250
2022
Q4 		$65.1K Hold
2,054
– – 0.01% 240
2022
Q3 		$61K Hold
2,054
– – 0.01% 179
2022
Q2 		$63K Hold
2,054
– – 0.01% 121
2022
Q1 		$277K Hold
2,054
– – 0.03% 107
2021
Q4 		$268K Buy
+2,054
New +$260K 0.03% 138

Other funds holding LONA

PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $191M AUM 102.42% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Journey Strategic Wealth's LONA Position: Q3 2025 in Review

Journey Strategic Wealth sold out of LeonaBio Inc (LONA) in Q3 2025, closing a stake of 2,054 shares — an estimated $6.2K sold.

Journey Strategic Wealth first reported a position in LONA in Q4 2021 and held it in 15 quarters. The position peaked at $277K in Q1 2022. 34 funds tracked by Wall St. Rank hold LONA as of Q3 2025.

  • Journey Strategic Wealth reported no remaining LeonaBio Inc position as of Q3 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 2,054 LeonaBio Inc shares in Q3 2025, an estimated $6.2K.
  • Journey Strategic Wealth first reported a position in LeonaBio Inc in Q4 2021 and held it in 15 quarters.
  • Journey Strategic Wealth's LeonaBio Inc position peaked at $277K in Q1 2022.
  • 34 funds tracked by Wall St. Rank held LeonaBio Inc as of Q3 2025.

Based on Journey Strategic Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.