Thrive Wealth Management’s Caribou Biosciences CRBU Stock Holding History

Thrive Wealth Management’s Portfolio CRBU Stock Details CRBU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$40.6K	Hold	32,000	–	–	0.01%	260
2026 Q2	$56.3K	Hold	32,000	–	–	0.01%	258
2026 Q1	$60.8K	Hold	32,000	–	–	0.01%	229
2025 Q4	$50.9K	Hold	32,000	–	–	0.01%	237
2025 Q3	$74.6K	Hold	32,000	–	–	0.01%	239
2025 Q2	$40.3K	Hold	32,000	–	–	0.01%	227
2025 Q1	$29.2K	Hold	32,000	–	–	0.01%	218
2024 Q4	$50.9K	Buy	+32,000	New	+$64.3K	0.01%	195
2024 Q3	–	Sell	-32,000	Closed	-$52.5K	–	215
2024 Q2	$52.5K	Hold	32,000	–	–	0.01%	215
2024 Q1	$164K	Hold	32,000	–	–	0.03%	207
2023 Q4	$183K	Buy	+32,000	New	+$158K	0.04%	192

Other funds holding CRBU

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Thrive Wealth Management's CRBU Position: Q3 2026 in Review

Thrive Wealth Management held its Caribou Biosciences (CRBU) position steady in Q3 2026 at 32,000 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #260.

Thrive Wealth Management first reported a position in CRBU in Q4 2023 and has held it in 11 quarters since. The position peaked at $183K in Q4 2023. 25 funds tracked by Wall St. Rank hold CRBU as of Q3 2026.

Thrive Wealth Management held 32,000 shares of Caribou Biosciences worth $40.6K as of Q3 2026.
Thrive Wealth Management left its Caribou Biosciences share count unchanged in Q3 2026.
Caribou Biosciences made up 0.01% of Thrive Wealth Management's portfolio in Q3 2026, its #260 holding.
Thrive Wealth Management first reported a position in Caribou Biosciences in Q4 2023 and has held it in 11 quarters since.
Thrive Wealth Management's Caribou Biosciences position peaked at $183K in Q4 2023.
25 funds tracked by Wall St. Rank held Caribou Biosciences as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.