Next Level Wealth Planning
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Next Level Wealth Planning’s BioAge Labs BIOA Stock Holding History

Next Level Wealth Planning’s Portfolio BIOA Stock Details BIOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.06K Buy
+150
New +$2.08K ﹤0.01% 487

Other funds holding BIOA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return
Alessandra Capital Management
Alessandra Capital Management Torrance, California $142M AUM 42.73% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Next Level Wealth Planning's BIOA Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in BioAge Labs (BIOA) in Q3 2026: 150 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #487 among its holdings.

45 funds tracked by Wall St. Rank hold BIOA as of Q3 2026.

  • Next Level Wealth Planning held 150 shares of BioAge Labs worth $1.06K as of Q3 2026.
  • BioAge Labs was a new Next Level Wealth Planning position in Q3 2026.
  • BioAge Labs made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #487 holding.
  • 45 funds tracked by Wall St. Rank held BioAge Labs as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.