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Activest Wealth Management’s Xeris Biopharma Holdings XERS Stock Holding History

Activest Wealth Management’s Portfolio XERS Stock Details XERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.92K Hold
1,000
– – ﹤0.01% 627
2026
Q1 		$5.8K Hold
1,000
– – ﹤0.01% 795
2025
Q4 		$7.85K Hold
1,000
– – ﹤0.01% 706
2025
Q3 		$8.14K Hold
1,000
– – ﹤0.01% 553
2025
Q2 		$4.67K Hold
1,000
– – ﹤0.01% 560
2025
Q1 		$5.49K Hold
1,000
– – ﹤0.01% 491
2024
Q4 		$3.39K Hold
1,000
– – ﹤0.01% 399
2024
Q3 		$2.85K Hold
1,000
– – ﹤0.01% 405
2024
Q2 		$2.25K Buy
+1,000
New +$2.02K ﹤0.01% 394

Other funds holding XERS

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Activest Wealth Management's XERS Position: Q2 2026 in Review

Activest Wealth Management held its Xeris Biopharma Holdings (XERS) position steady in Q2 2026 at 1,000 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Activest Wealth Management first reported a position in XERS in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.14K in Q3 2025. 9 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

  • Activest Wealth Management held 1,000 shares of Xeris Biopharma Holdings worth $7.92K as of Q2 2026.
  • Activest Wealth Management left its Xeris Biopharma Holdings share count unchanged in Q2 2026.
  • Xeris Biopharma Holdings made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #627 holding.
  • Activest Wealth Management first reported a position in Xeris Biopharma Holdings in Q2 2024 and has held it in 9 quarters since.
  • Activest Wealth Management's Xeris Biopharma Holdings position peaked at $8.14K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.