Koa Wealth Management’s Pacific Biosciences PACB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$284K	Hold	120,000	–	–	0.18%	49
2026 Q2	$202K	Hold	120,000	–	–	0.14%	51
2026 Q1	$158K	Hold	120,000	–	–	0.11%	52
2025 Q4	$224K	Hold	120,000	–	–	0.15%	54
2025 Q3	$154K	Hold	120,000	–	–	0.11%	55
2025 Q2	$149K	Hold	120,000	–	–	0.12%	51
2025 Q1	$142K	Hold	120,000	–	–	0.11%	49
2024 Q4	$220K	Hold	120,000	–	–	0.18%	48
2024 Q3	$204K	Hold	120,000	–	–	0.16%	49
2024 Q2	$164K	Hold	120,000	–	–	0.14%	48
2024 Q1	$450K	Hold	120,000	–	–	0.41%	40
2023 Q4	$1.18M	Buy	+120,000	New	+$981K	1.16%	25

Other funds holding PACB

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Private Wealth Partners Mill Valley, California $1.47B AUM 33.05% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

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

Koa Wealth Management held its Pacific Biosciences (PACB) position steady in Q3 2026 at 120,000 shares worth $284K. The position accounts for 0.18% of the portfolio, ranked #49.

Koa Wealth Management first reported a position in PACB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.18M in Q4 2023. 34 funds tracked by Wall St. Rank hold PACB as of Q3 2026.

Koa Wealth Management held 120,000 shares of Pacific Biosciences worth $284K as of Q3 2026.
Koa Wealth Management left its Pacific Biosciences share count unchanged in Q3 2026.
Pacific Biosciences made up 0.18% of Koa Wealth Management's portfolio in Q3 2026, its #49 holding.
Koa Wealth Management first reported a position in Pacific Biosciences in Q4 2023 and has held it in 12 quarters since.
Koa Wealth Management's Pacific Biosciences position peaked at $1.18M in Q4 2023.
34 funds tracked by Wall St. Rank held Pacific Biosciences as of Q3 2026.

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