Creative Planning
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Creative Planning’s Exagen XGN Stock Holding History

Creative Planning’s Portfolio XGN Stock Details XGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-35,500
Closed -$146K – 3716
2024
Q4 		$146K Hold
35,500
– – ﹤0.01% 3060
2024
Q3 		$110K Buy
+35,500
New +$110K ﹤0.01% 2999