VestGen Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

VestGen Advisors’s Portfolio PBE Stock Details PBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$204K	Sell	2,461 -149	-6%	-$12K	0.01%	998
2025 Q4	$214K	Sell	2,610 -2,074	-44%	-$160K	0.01%	708
2025 Q3	$327K	Sell	4,684 -20	-0.4%	-$1.35K	0.01%	579
2025 Q2	$313K	Sell	4,704 -346	-7%	-$21.4K	0.01%	499
2025 Q1	$320K	Buy	+5,050	New	+$340K	0.01%	448

Other funds holding PBE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VestGen Advisors's PBE Position: Q1 2026 in Review

VestGen Advisors reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 5.7% in Q1 2026, selling an estimated $12K and leaving 2,461 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #998.

VestGen Advisors first reported a position in PBE in Q1 2025 and has held it in 5 quarters since. The position peaked at $327K in Q3 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

VestGen Advisors held 2,461 shares of Invesco Biotechnology & Genome ETF worth $204K as of Q1 2026.
VestGen Advisors sold 149 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $12K.
Invesco Biotechnology & Genome ETF made up 0.01% of VestGen Advisors's portfolio in Q1 2026, its #998 holding.
VestGen Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q1 2025 and has held it in 5 quarters since.
VestGen Advisors's Invesco Biotechnology & Genome ETF position peaked at $327K in Q3 2025.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.