BWL
XWEL icon

Bogart Wealth LLC’s XWELL XWEL Stock Holding History

Bogart Wealth LLC’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
Q1 		$3 Buy
+3
New +$2 ﹤0.01% 1815

Other funds holding XWEL

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Bogart Wealth LLC's XWEL Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in XWELL (XWEL) in Q1 2026: 3 shares worth $3. The stake represents ﹤0.01% of the portfolio and ranks #1815 among its holdings.

20 funds tracked by Wall St. Rank hold XWEL as of Q1 2026.

  • Bogart Wealth LLC held 3 shares of XWELL worth $3 as of Q1 2026.
  • XWELL was a new Bogart Wealth LLC position in Q1 2026.
  • XWELL made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1815 holding.
  • 20 funds tracked by Wall St. Rank held XWELL as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.