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Genomics & Gene Editing

Genomics reads the genetic code and gene editing rewrites it, which can turn an inherited disease from a lifelong condition into a single treatment. Sequencing cost has fallen far enough to make study at population scale routine.

199 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2026
Advent Capital Management
Advent Capital Management
New York
$61K +$78.9K 1 0% New
2027
LWM
Lenox Wealth Management
Ohio
$61K -$83 1 0.05% Reduced
2028
Pathstone Family Office
Pathstone Family Office
New Jersey
$61K +$21.7K 2 0.1% Increased
2029
MC
Muhlenkamp & Co
Pennsylvania
$60K -$29K 0 – Closed
2030
BWA
Burt Wealth Advisors
Maryland
$59K $0 2 0.06% Maintained
2031
ED
Exane Derivatives
France
$58.9K $0 2 0.01% Maintained
2032
AWP
Ascent Wealth Partners
New York
$58K +$57.9K 1 0.03% New
2033
CPA
Cowen Prime Advisors
New York
$56K -$427K 2 0.02% Reduced
2034
CWM
Cranbrook Wealth Management
Michigan
$54K $0 3 0.03% Maintained
2035
FMP
Financial Management Professionals
Texas
$54K $0 2 0.03% Maintained
2036
ICAP
Independence Capital Asset Partners
Colorado
$54K -$268K 1 0.08% Reduced
2037
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$52K $0 1 0.03% Maintained
2038
FNBSF
First National Bank Sioux Falls
South Dakota
$52K $0 2 0.15% Maintained
2039
CAL
Capital Advisors Ltd
Ohio
$51K +$30.7K 1 0.03% Increased
2040
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$51K -$434 1 0.01% Reduced
2041
GWA
Genesis Wealth Advisors
Massachusetts
$50.2K +$6.64K 3 0.04% Increased
2042
BMC
Benin Management Corp
Connecticut
$50K $0 1 0.03% Maintained
2043
MCF Advisors
MCF Advisors
Kentucky
$48K -$19.2K 2 0.01% Reduced
2044
RBC
Roble Belko & Company
Pennsylvania
$48K $0 3 0.03% Maintained
2045
SJIM
St. Johns Investment Management
Florida
$46K $0 1 0.04% Maintained
2046
PIM
Parasol Investment Management
Illinois
$45K $0 2 0.03% Maintained
2047
AA
AlphaMark Advisors
Kentucky
$42K $0 2 0.02% Maintained
2048
AP
Advisors Preferred
Maryland
$39K +$38.4K 1 0.02% New
2049
DOA
D'Orazio & Associates
Virginia
$36K -$10K 1 0.02% Reduced
2050
IF
Ironwood Financial
Arizona
$36K +$1.69K 3 0.02% Increased