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Legacy Wealth Management (Idaho)’s KALA BIO KALA Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio KALA Stock Details KALA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5 Hold
1
– – ﹤0.01% 1038
2025
Q4 		$14 Hold
1
– – ﹤0.01% 918
2025
Q3 		$39 Hold
1
– – ﹤0.01% 769
2025
Q2 		$119 Hold
1
– – ﹤0.01% 730
2025
Q1 		$144 Buy
+1
New +$379 ﹤0.01% 785
2024
Q4 		– Hold
0
– – – 733
2024
Q3 		– Hold
0
– – – 691

Other funds holding KALA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s KALA Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its KALA BIO (KALA) position steady in Q1 2026 at 1 share worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Legacy Wealth Management (Idaho) first reported a position in KALA in Q1 2025 and has held it in 5 quarters since. The position peaked at $144 in Q1 2025. 28 funds tracked by Wall St. Rank hold KALA as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 1 share of KALA BIO worth $5 as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its KALA BIO share count unchanged in Q1 2026.
  • KALA BIO made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #1038 holding.
  • Legacy Wealth Management (Idaho) first reported a position in KALA BIO in Q1 2025 and has held it in 5 quarters since.
  • Legacy Wealth Management (Idaho)'s KALA BIO position peaked at $144 in Q1 2025.
  • 28 funds tracked by Wall St. Rank held KALA BIO as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.