Lantern Wealth Advisors
MGNX icon

Lantern Wealth Advisors’s MacroGenics MGNX Stock Holding History

Lantern Wealth Advisors’s Portfolio MGNX Stock Details MGNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$103K Buy
26,700
+4,000
+18% +$16.5K 0.04% 196
2026
Q2 		$105K Sell
22,700
-4,000
-15% -$15.1K 0.05% 182
2026
Q1 		$77.2K Buy
+26,700
New +$57K 0.04% 172

Other funds holding MGNX

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IMG Wealth Management
IMG Wealth Management Jacksonville, Florida $194M AUM 15.1% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Lantern Wealth Advisors's MGNX Position: Q3 2026 in Review

Lantern Wealth Advisors increased its MacroGenics (MGNX) stake by 18% in Q3 2026, buying an estimated $16.5K and bringing the position to 26,700 shares worth $103K. The position accounts for 0.04% of the portfolio, ranked #196.

Lantern Wealth Advisors first reported a position in MGNX in Q1 2026 and has held it in 3 quarters since. The position peaked at $105K in Q2 2026. 24 funds tracked by Wall St. Rank hold MGNX as of Q3 2026.

  • Lantern Wealth Advisors held 26,700 shares of MacroGenics worth $103K as of Q3 2026.
  • Lantern Wealth Advisors bought 4,000 MacroGenics shares in Q3 2026, an estimated $16.5K.
  • MacroGenics made up 0.04% of Lantern Wealth Advisors's portfolio in Q3 2026, its #196 holding.
  • Lantern Wealth Advisors first reported a position in MacroGenics in Q1 2026 and has held it in 3 quarters since.
  • Lantern Wealth Advisors's MacroGenics position peaked at $105K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held MacroGenics as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.