Activest Wealth Management
XWEL icon

Activest Wealth Management’s XWELL XWEL Stock Holding History

Activest Wealth Management’s Portfolio XWEL Stock Details XWEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$42 Hold
50
– – ﹤0.01% 1030
2026
Q2 		$52 Hold
50
– – ﹤0.01% 1290
2026
Q1 		$58 Hold
50
– – ﹤0.01% 1177
2025
Q4 		$23 Hold
50
– – ﹤0.01% 1102
2025
Q3 		$50 Hold
50
– – ﹤0.01% 1086
2025
Q2 		$46 Hold
50
– – ﹤0.01% 999
2025
Q1 		$51 Hold
50
– – ﹤0.01% 993
2024
Q4 		$76 Hold
50
– – ﹤0.01% 715
2024
Q3 		$87 Hold
50
– – ﹤0.01% 528
2024
Q2 		$90 Buy
+50
New +$85 ﹤0.01% 497

Other funds holding XWEL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Bogart Wealth LLC
Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

Activest Wealth Management's XWEL Position: Q3 2026 in Review

Activest Wealth Management held its XWELL (XWEL) position steady in Q3 2026 at 50 shares worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Activest Wealth Management first reported a position in XWEL in Q2 2024 and has held it in 10 quarters since. The position peaked at $90 in Q2 2024. 10 funds tracked by Wall St. Rank hold XWEL as of Q3 2026.

  • Activest Wealth Management held 50 shares of XWELL worth $42 as of Q3 2026.
  • Activest Wealth Management left its XWELL share count unchanged in Q3 2026.
  • XWELL made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #1030 holding.
  • Activest Wealth Management first reported a position in XWELL in Q2 2024 and has held it in 10 quarters since.
  • Activest Wealth Management's XWELL position peaked at $90 in Q2 2024.
  • 10 funds tracked by Wall St. Rank held XWELL as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.