LWM
CBUS icon

Lifetime Wealth Management’s Cibus CBUS Stock Holding History

Lifetime Wealth Management’s Portfolio CBUS Stock Details CBUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.2K Hold
15,500
– – 0.01% 89
2026
Q1 		$30.7K Buy
+15,500
New +$39.9K 0.02% 84

Other funds holding CBUS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Lifetime Wealth Management's CBUS Position: Q2 2026 in Review

Lifetime Wealth Management held its Cibus (CBUS) position steady in Q2 2026 at 15,500 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #89.

Lifetime Wealth Management first reported a position in CBUS in Q1 2026 and has held it in 2 quarters since. The position peaked at $30.7K in Q1 2026. 62 funds tracked by Wall St. Rank hold CBUS as of Q2 2026.

  • Lifetime Wealth Management held 15,500 shares of Cibus worth $21.2K as of Q2 2026.
  • Lifetime Wealth Management left its Cibus share count unchanged in Q2 2026.
  • Cibus made up 0.01% of Lifetime Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Lifetime Wealth Management first reported a position in Cibus in Q1 2026 and has held it in 2 quarters since.
  • Lifetime Wealth Management's Cibus position peaked at $30.7K in Q1 2026.
  • 62 funds tracked by Wall St. Rank held Cibus as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.