Private Wealth Management Group’s HilleVax HLVX Stock Holding History

Private Wealth Management Group’s Portfolio HLVX Stock Details HLVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-20	Closed	-$40	–	1506
2025 Q2	$40	Sell	20 -132	-87%	-$241	﹤0.01%	1488
2025 Q1	$221	Buy	+152	New	+$281	﹤0.01%	1442

Private Wealth Management Group's HLVX Position: Q3 2025 in Review

Private Wealth Management Group sold out of HilleVax (HLVX) in Q3 2025, closing a stake of 20 shares — an estimated $40 sold.

Private Wealth Management Group first reported a position in HLVX in Q1 2025 and held it in 2 quarters. The position peaked at $221 in Q1 2025. 1 fund tracked by Wall St. Rank holds HLVX as of Q3 2025.

Private Wealth Management Group reported no remaining HilleVax position as of Q3 2025 after selling out during the quarter.
Private Wealth Management Group sold 20 HilleVax shares in Q3 2025, an estimated $40.
Private Wealth Management Group first reported a position in HilleVax in Q1 2025 and held it in 2 quarters.
Private Wealth Management Group's HilleVax position peaked at $221 in Q1 2025.
1 fund tracked by Wall St. Rank held HilleVax as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.