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Spire Wealth Management’s BioVie BIVI Stock Holding History

Spire Wealth Management’s Portfolio BIVI Stock Details BIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-104
Closed -$971 – 2372
2025
Q2 		$971 Sell
104
-1
-1% -$10 ﹤0.01% 2286
2025
Q1 		$1.03K Buy
105
+80
+320% +$1.28K ﹤0.01% 2383
2024
Q4 		$500 Buy
+25
New +$603 ﹤0.01% 2440
2024
Q3 		– Sell
-15
Closed -$601 – 2171
2024
Q2 		$601 Hold
15
– – ﹤0.01% 2178
2024
Q1 		$793 Hold
15
– – ﹤0.01% 2238
2023
Q4 		$1.88K Buy
15
+5
+50% +$1.5K ﹤0.01% 2155
2023
Q3 		$3.41K Buy
10
+7
+233% +$2.74K ﹤0.01% 2025
2023
Q2 		$1.29K Hold
3
– – ﹤0.01% 2264
2023
Q1 		$2.42K Hold
3
– – ﹤0.01% 2223
2022
Q4 		$2K Buy
+3
New +$1.62K ﹤0.01% 2016

Other funds holding BIVI

DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Spire Wealth Management's BIVI Position: Q3 2025 in Review

Spire Wealth Management sold out of BioVie (BIVI) in Q3 2025, closing a stake of 104 shares — an estimated $971 sold.

Spire Wealth Management first reported a position in BIVI in Q4 2022 and held it in 10 quarters. The position peaked at $3.41K in Q3 2023. 32 funds tracked by Wall St. Rank hold BIVI as of Q3 2025.

  • Spire Wealth Management reported no remaining BioVie position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 104 BioVie shares in Q3 2025, an estimated $971.
  • Spire Wealth Management first reported a position in BioVie in Q4 2022 and held it in 10 quarters.
  • Spire Wealth Management's BioVie position peaked at $3.41K in Q3 2023.
  • 32 funds tracked by Wall St. Rank held BioVie as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.