Center for Financial Planning’s DexCom DXCM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$258K Buy
3,825
+1,095
+40% +$73K 0.02% 155
2026
Q1
$171K Buy
2,730
+25
+0.9% +$1.74K 0.02% 182
2025
Q4
$180K Sell
2,705
-268
-9% -$17.3K 0.02% 180
2025
Q3
$200K Hold
2,973
0.02% 169
2025
Q2
$260K Buy
2,973
+1,243
+72% +$97.4K 0.03% 144
2025
Q1
$118K Sell
1,730
-200
-10% -$16.3K 0.02% 189
2024
Q4
$150K Hold
1,930
0.02% 169
2024
Q3
$129K Hold
1,930
0.02% 168
2024
Q2
$219K Hold
1,930
0.03% 138
2024
Q1
$268K Buy
1,930
+1,530
+383% +$192K 0.04% 130
2023
Q4
$49.6K Hold
400
0.01% 220
2023
Q3
$37.3K Hold
400
0.01% 240
2023
Q2
$51.4K Buy
+400
New +$48.4K 0.01% 227

Other funds holding DXCM

Center for Financial Planning's DXCM Position: Q2 2026 in Review

Center for Financial Planning increased its DexCom (DXCM) stake by 40% in Q2 2026, buying an estimated $73K and bringing the position to 3,825 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #155.

Center for Financial Planning first reported a position in DXCM in Q2 2023 and has held it in 13 quarters since. The position peaked at $268K in Q1 2024. 224 funds tracked by Wall St. Rank hold DXCM as of Q2 2026.

  • Center for Financial Planning held 3,825 shares of DexCom worth $258K as of Q2 2026.
  • Center for Financial Planning bought 1,095 DexCom shares in Q2 2026, an estimated $73K.
  • DexCom made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #155 holding.
  • Center for Financial Planning first reported a position in DexCom in Q2 2023 and has held it in 13 quarters since.
  • Center for Financial Planning's DexCom position peaked at $268K in Q1 2024.
  • 224 funds tracked by Wall St. Rank held DexCom as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.