Corient Private Wealth
XGN icon

Corient Private Wealth’s Exagen XGN Stock Holding History

Corient Private Wealth’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 		$33.3K Sell
11,093
-18,017
-62% -$69.7K ﹤0.01% 2770
2025
Q4 		$177K Buy
+29,110
New +$265K ﹤0.01% 2609
2025
Q3 		– Sell
-14,555
Closed -$102K – 2697
2025
Q2 		$102K Hold
14,555
– – ﹤0.01% 2325
2025
Q1 		$52.3K Buy
14,555
+3,462
+31% +$13.1K ﹤0.01% 2222
2024
Q4 		$45.5K Buy
+11,093
New +$40K ﹤0.01% 2284

Other funds holding XGN

Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCNMGF
Nano-Cap New Millennium Growth Fund Staten Island, New York $107M 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 $196M AUM 42.39% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return

Corient Private Wealth's XGN Position: Q1 2026 in Review

Corient Private Wealth reduced its Exagen (XGN) stake by 62% in Q1 2026, selling an estimated $69.7K and leaving 11,093 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2770.

Corient Private Wealth first reported a position in XGN in Q4 2024 and has held it in 5 quarters since. The position peaked at $177K in Q4 2025. 61 funds tracked by Wall St. Rank hold XGN as of Q1 2026.

  • Corient Private Wealth held 11,093 shares of Exagen worth $33.3K as of Q1 2026.
  • Corient Private Wealth sold 18,017 Exagen shares in Q1 2026, an estimated $69.7K.
  • Exagen made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2770 holding.
  • Corient Private Wealth first reported a position in Exagen in Q4 2024 and has held it in 5 quarters since.
  • Corient Private Wealth's Exagen position peaked at $177K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Exagen as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.