CWM
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Cahill Wealth Management’s Expion360 XPON Stock Holding History

Cahill Wealth Management’s Portfolio XPON Stock Details XPON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20
Closed -$1.26K – 51
2024
Q3 		$1.26K Sell
20
-17
-46% -$7.1K ﹤0.01% 50
2024
Q2 		$44.4K Hold
37
– – 0.03% 48
2024
Q1 		$138K Hold
37
– – 0.08% 47
2023
Q4 		$239K Hold
37
– – 0.16% 41
2023
Q3 		$182K Buy
37
+1
+3% +$5.83K 0.14% 45
2023
Q2 		$217K Buy
36
+13
+57% +$75.4K 0.15% 47
2023
Q1 		$134K Buy
+23
New +$101K 0.1% 47

Other funds holding XPON

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Cahill Wealth Management's XPON Position: Q4 2024 in Review

Cahill Wealth Management sold out of Expion360 (XPON) in Q4 2024, closing a stake of 20 shares — an estimated $1.26K sold.

Cahill Wealth Management first reported a position in XPON in Q1 2023 and held it in 7 quarters. The position peaked at $239K in Q4 2023. 5 funds tracked by Wall St. Rank hold XPON as of Q4 2024.

  • Cahill Wealth Management reported no remaining Expion360 position as of Q4 2024 after selling out during the quarter.
  • Cahill Wealth Management sold 20 Expion360 shares in Q4 2024, an estimated $1.26K.
  • Cahill Wealth Management first reported a position in Expion360 in Q1 2023 and held it in 7 quarters.
  • Cahill Wealth Management's Expion360 position peaked at $239K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held Expion360 as of Q4 2024.

Based on Cahill Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.