Carson Wealth (CWM LLC)
XGN icon

Carson Wealth (CWM LLC)’s Exagen XGN Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$4.19K Hold
1,398
– – ﹤0.01% 5081
2025
Q4 		$8K Hold
1,398
– – ﹤0.01% 4674
2025
Q3 		$15K Buy
+1,398
New +$12.4K ﹤0.01% 4286

Other funds holding XGN

Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NCNMGF
Nano-Cap New Millennium Growth Fund Staten Island, New York $130M AUM
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
FCM
FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XGN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Exagen (XGN) position steady in Q1 2026 at 1,398 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #5081.

Carson Wealth (CWM LLC) first reported a position in XGN in Q3 2025 and has held it in 3 quarters since. The position peaked at $15K in Q3 2025. 61 funds tracked by Wall St. Rank hold XGN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,398 shares of Exagen worth $4.19K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Exagen share count unchanged in Q1 2026.
  • Exagen made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5081 holding.
  • Carson Wealth (CWM LLC) first reported a position in Exagen in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Exagen position peaked at $15K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held Exagen as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.