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Agenus shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Agenus (AGEN) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Agenus

Tip: Access up to 7 years of quarterly data

All positions including Agenus held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Agenus by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $46k 10k 4.57
2025-03-31 $15k 10k 1.51
2024-09-30 $55k 10k 5.48

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding Agenus

Vanguard Group
Siren
Morgan Stanley
BlackRock
Millennium Management
Geode Capital Management
Walleye Trading Advisors
Susquehanna International
Acadian Asset Management
Susquehanna Portfolio Strategies
State Street Corporation
Citadel Advisors
Raymond James Financial
Jump Financial
PanAgora Asset Management

View all funds holding Agenus