Koa Wealth Management’s MBX Biosciences MBX Stock Holding History

Koa Wealth Management’s Portfolio MBX Stock Details MBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$915K	Sell	15,613 -1,500	-9%	-$93.9K	0.59%	34
2026 Q2	$945K	Sell	17,113 -800	-4%	-$27.9K	0.64%	36
2026 Q1	$535K	Sell	17,913 -500	-3%	-$17K	0.39%	45
2025 Q4	$581K	Sell	18,413 -8,300	-31%	-$201K	0.4%	45
2025 Q3	$467K	Sell	26,713 -5,039	-16%	-$67.4K	0.35%	47
2025 Q2	$362K	Buy	31,752 +12,356	+64%	+$126K	0.29%	46
2025 Q1	$143K	Buy	+19,396	New	+$205K	0.12%	48

Other funds holding MBX

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Koa Wealth Management's MBX Position: Q3 2026 in Review

Koa Wealth Management reduced its MBX Biosciences (MBX) stake by 8.8% in Q3 2026, selling an estimated $93.9K and leaving 15,613 shares worth $915K. The position accounts for 0.59% of the portfolio, ranked #34.

Koa Wealth Management first reported a position in MBX in Q1 2025 and has held it in 7 quarters since. The position peaked at $945K in Q2 2026. 10 funds tracked by Wall St. Rank hold MBX as of Q3 2026.

Koa Wealth Management held 15,613 shares of MBX Biosciences worth $915K as of Q3 2026.
Koa Wealth Management sold 1,500 MBX Biosciences shares in Q3 2026, an estimated $93.9K.
MBX Biosciences made up 0.59% of Koa Wealth Management's portfolio in Q3 2026, its #34 holding.
Koa Wealth Management first reported a position in MBX Biosciences in Q1 2025 and has held it in 7 quarters since.
Koa Wealth Management's MBX Biosciences position peaked at $945K in Q2 2026.
10 funds tracked by Wall St. Rank held MBX Biosciences as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.