← All themes Genomics & Gene Editing

Gene Therapy

Gene therapy delivers a working copy of a gene, or a correction to a faulty one, usually once and for life. Manufacturing the delivery vector is often harder than designing the therapy.

131 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2001
BWCS
Beirne Wealth Consulting Services
Connecticut
$79K $0 1 0.04% Maintained
2002
HCM
Highlander Capital Management
New Jersey
$79K -$34.2K 2 0.04% Reduced
2003
RAM
Riggs Asset Management
Pennsylvania
$78K +$29.5K 5 0.02% Increased
2004
IBOK
Independence Bank of Kentucky
Kentucky
$77K -$4.37K 1 0.04% Reduced
2005
TIAM2
Tru Independence Asset Management 2
Oregon
$77K +$71.5K 1 0.06% New
2006
Financial Management Professionals
Financial Management Professionals
Texas
$76K -$44.1K 2 0.02% Reduced
2007
Leelyn Smith
Leelyn Smith
Illinois
$75K +$10.7K 1 0.02% Increased
2008
PWMG
Prestige Wealth Management Group
New Jersey
$75K -$11.8K 4 0.02% Reduced
2009
HGWM
Harvest Group Wealth Management
Massachusetts
$74K $0 6 0.04% Maintained
2010
BerganKDV Wealth Management
BerganKDV Wealth Management
Minnesota
$73K -$444K 5 0.01% Reduced
2011
Curi Wealth Management
Curi Wealth Management
North Carolina
$73K +$68.4K 2 0.05% New
2012
Center for Financial Planning
Center for Financial Planning
Michigan
$72K +$55.2K 2 0.02% Increased
2013
LCC
Lincoln Capital Corp
Rhode Island
$72K -$9.6K 1 0.05% Reduced
2014
RPWA
Regent Peak Wealth Advisors
Georgia
$72K +$65.9K 6 0.02% New
2015
MF
Manchester Financial
California
$71K $0 5 0.04% Maintained
2016
SL
Savior LLC
Massachusetts
$70K -$22.8K 3 0.06% Reduced
2017
IA
Insight Advisors
Pennsylvania
$67K +$69.9K 1 0.03% New
2018
AWM
Accel Wealth Management
Iowa
$66K +$62.3K 2 0.06% New
2019
Lenox Wealth Advisors
Lenox Wealth Advisors
New York
$63K +$13.9K 2 0.01% Increased
2020
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Michigan
$63K +$24.3K 4 0.02% Increased
2021
Ironwood Financial
Ironwood Financial
Arizona
$62K +$31.7K 1 0.02% Increased
2022
SFG
Sowa Financial Group
Rhode Island
$60K $0 1 0.04% Maintained
2023
Waterfront Wealth
Waterfront Wealth
Kansas
$60K +$62.7K 1 0.04% New
2024
APWA
Atlas Private Wealth Advisors
New Jersey
$59K +$32 4 0.04% Increased
2025
PK
Pflug Koory
Nebraska
$59K $0 2 0.03% Maintained