Kestra Private Wealth Services’s Generation Bio GBIO Stock Holding History

Kestra Private Wealth Services’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 Q3	–	Sell	-5,700	Closed	-$18.2K	–	1706
2025 Q2	$18.2K	Buy	5,700 +500	+10%	+$1.93K	﹤0.01%	1595
2025 Q1	$21.1K	Buy	+5,200	New	+$36.5K	﹤0.01%	1492
2024 Q4	–	Sell	-4,200	Closed	-$104K	–	1449
2024 Q3	$104K	Buy	4,200 +1,000	+31%	+$26.4K	﹤0.01%	1310
2024 Q2	$90.2K	Sell	3,200 -2,030	-39%	-$66K	﹤0.01%	1287
2024 Q1	$213K	Buy	5,230 +2,180	+71%	+$51.3K	﹤0.01%	1162
2023 Q4	$50.3K	Buy	+3,050	New	+$53.2K	﹤0.01%	1169

Other funds holding GBIO

AVLSA

Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Kestra Private Wealth Services's GBIO Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Generation Bio (GBIO) in Q3 2025, closing a stake of 5,700 shares — an estimated $18.2K sold.

Kestra Private Wealth Services first reported a position in GBIO in Q4 2023 and held it in 6 quarters. The position peaked at $213K in Q1 2024. 41 funds tracked by Wall St. Rank hold GBIO as of Q3 2025.

Kestra Private Wealth Services reported no remaining Generation Bio position as of Q3 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 5,700 Generation Bio shares in Q3 2025, an estimated $18.2K.
Kestra Private Wealth Services first reported a position in Generation Bio in Q4 2023 and held it in 6 quarters.
Kestra Private Wealth Services's Generation Bio position peaked at $213K in Q1 2024.
41 funds tracked by Wall St. Rank held Generation Bio as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.