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Allworth Financial’s Exagen XGN Stock Holding History

Allworth Financial’s Portfolio XGN Stock Details XGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,000
Closed -$22K – 5310
2025
Q3 		$22K Sell
2,000
-5,015
-71% -$44.4K ﹤0.01% 2649
2025
Q2 		$49K Hold
7,015
– – ﹤0.01% 1956
2025
Q1 		$41K Hold
7,015
– – ﹤0.01% 1654
2024
Q4 		$28.3K Hold
7,015
– – ﹤0.01% 1889
2024
Q3 		$21.7K Hold
7,015
– – ﹤0.01% 1855
2024
Q2 		$13.8K Hold
7,015
– – ﹤0.01% 2087
2024
Q1 		$11.2K Hold
7,015
– – ﹤0.01% 2062
2023
Q4 		$14K Hold
7,015
– – ﹤0.01% 1848
2023
Q3 		$17K Hold
7,015
– – ﹤0.01% 1630
2023
Q2 		$20.3K Hold
7,015
– – ﹤0.01% 1521
2023
Q1 		$17K Hold
7,015
– – ﹤0.01% 1553
2022
Q4 		$16.8K Hold
7,015
– – ﹤0.01% 1450
2022
Q3 		$19K Buy
+7,015
New +$39.1K ﹤0.01% 1328

Other funds holding XGN

Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Allworth Financial's XGN Position: Q4 2025 in Review

Allworth Financial sold out of Exagen (XGN) in Q4 2025, closing a stake of 2,000 shares — an estimated $22K sold.

Allworth Financial first reported a position in XGN in Q3 2022 and held it in 13 quarters. The position peaked at $49K in Q2 2025. 80 funds tracked by Wall St. Rank hold XGN as of Q4 2025.

  • Allworth Financial reported no remaining Exagen position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 2,000 Exagen shares in Q4 2025, an estimated $22K.
  • Allworth Financial first reported a position in Exagen in Q3 2022 and held it in 13 quarters.
  • Allworth Financial's Exagen position peaked at $49K in Q2 2025.
  • 80 funds tracked by Wall St. Rank held Exagen as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.