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Wealthspire Advisors (New York)’s Cibus CBUS Stock Holding History

Wealthspire Advisors (New York)’s Portfolio CBUS Stock Details CBUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.7K Hold
10,000
– – ﹤0.01% 1277
2026
Q1 		$19.8K Buy
+10,000
New +$25.8K ﹤0.01% 925
2025
Q4 		– Sell
-5,100
Closed -$6.58K – 1326
2025
Q3 		$6.58K Buy
+5,100
New +$7.38K ﹤0.01% 2218

Other funds holding CBUS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Wealthspire Advisors (New York)'s CBUS Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its Cibus (CBUS) position steady in Q2 2026 at 10,000 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Wealthspire Advisors (New York) first reported a position in CBUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $19.8K in Q1 2026. 62 funds tracked by Wall St. Rank hold CBUS as of Q2 2026.

  • Wealthspire Advisors (New York) held 10,000 shares of Cibus worth $13.7K as of Q2 2026.
  • Wealthspire Advisors (New York) left its Cibus share count unchanged in Q2 2026.
  • Cibus made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1277 holding.
  • Wealthspire Advisors (New York) first reported a position in Cibus in Q3 2025 and has held it in 3 quarters since.
  • Wealthspire Advisors (New York)'s Cibus position peaked at $19.8K in Q1 2026.
  • 62 funds tracked by Wall St. Rank held Cibus as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.