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Spire Wealth Management’s Regenxbio RGNX Stock Holding History

Spire Wealth Management’s Portfolio RGNX Stock Details RGNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.98K Hold
750
– – ﹤0.01% 1680
2026
Q1 		$6.29K Buy
750
+250
+50% +$2.63K ﹤0.01% 1773
2025
Q4 		$7.2K Buy
+500
New +$6.23K ﹤0.01% 1822
2022
Q3 		– Sell
-200
Closed -$5K – 2525
2022
Q2 		$5K Sell
200
-200
-50% -$5K ﹤0.01% 2145
2022
Q1 		$13K Hold
400
– – ﹤0.01% 1957
2021
Q4 		$13K Hold
400
– – ﹤0.01% 2286
2021
Q3 		$17K Hold
400
– – ﹤0.01% 1928
2021
Q2 		$16K Hold
400
– – ﹤0.01% 1969
2021
Q1 		$14K Buy
+400
New +$17.1K ﹤0.01% 2305

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YIH
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Assenagon Asset Management
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Wealth Enhancement Advisory Services
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VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return