Corient Private Wealth’s Exagen XGN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$102K	Hold	14,555	–	–	﹤0.01%	2418
2025 Q1	$52.3K	Buy	14,555 +3,462	+31%	+$12.4K	﹤0.01%	2218
2024 Q4	$45.5K	Buy	+11,093	New	+$45.5K	﹤0.01%	2280