Penbrook Management
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Penbrook Management’s Iovance Biotherapeutics IOVA Stock Holding History

Penbrook Management’s Portfolio IOVA Stock Details IOVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$611K Sell
41,195
-20,750
-33% -$148K 0.36% 60
2026
Q2 		$258K Buy
61,945
+19,500
+46% +$74.1K 0.16% 83
2026
Q1 		$149K Buy
42,445
+8,500
+25% +$27.2K 0.11% 88
2025
Q4 		$92.7K Buy
+33,945
New +$78.5K 0.06% 94

Other funds holding IOVA

Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Sugar Maple Asset Management
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Haven Capital Group
Haven Capital Group Westlake Village, California $131M AUM 23.95% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Arcataur Capital Management
Arcataur Capital Management Milwaukee, Wisconsin $405M AUM 14.9% 1-Year Est. Return

Penbrook Management's IOVA Position: Q3 2026 in Review

Penbrook Management reduced its Iovance Biotherapeutics (IOVA) stake by 33% in Q3 2026, selling an estimated $148K and leaving 41,195 shares worth $611K. The position accounts for 0.36% of the portfolio, ranked #60.

Penbrook Management first reported a position in IOVA in Q4 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold IOVA as of Q3 2026.

  • Penbrook Management held 41,195 shares of Iovance Biotherapeutics worth $611K as of Q3 2026.
  • Penbrook Management sold 20,750 Iovance Biotherapeutics shares in Q3 2026, an estimated $148K.
  • Iovance Biotherapeutics made up 0.36% of Penbrook Management's portfolio in Q3 2026, its #60 holding.
  • Penbrook Management first reported a position in Iovance Biotherapeutics in Q4 2025 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2026.

Based on Penbrook Management's 13F filing for Q3 2026, filed 16 Oct 2026.