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WealthPlan Investment Management’s ImmunityBio IBRX Stock Holding History

WealthPlan Investment Management’s Portfolio IBRX Stock Details IBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.44K Hold
1,000
– – ﹤0.01% 519
2026
Q2 		$8.76K Hold
1,000
– – ﹤0.01% 478
2026
Q1 		$7.67K Buy
+1,000
New +$6.85K ﹤0.01% 458

Other funds holding IBRX

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

WealthPlan Investment Management's IBRX Position: Q3 2026 in Review

WealthPlan Investment Management held its ImmunityBio (IBRX) position steady in Q3 2026 at 13,650 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #509.

WealthPlan Investment Management first reported a position in IBRX in Q4 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

  • WealthPlan Investment Management held 13,650 shares of ImmunityBio worth $129K as of Q3 2026.
  • WealthPlan Investment Management left its ImmunityBio share count unchanged in Q3 2026.
  • ImmunityBio made up 0.01% of WealthPlan Investment Management's portfolio in Q3 2026, its #509 holding.
  • WealthPlan Investment Management first reported a position in ImmunityBio in Q4 2025 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.