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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-35,500	Closed	-$146K	–	3751
2024 Q4	$146K	Hold	35,500	–	–	﹤0.01%	3070
2024 Q3	$110K	Buy	+35,500	New	+$92K	﹤0.01%	2999

Other funds holding XGN

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Creative Planning's XGN Position: Q1 2025 in Review

Creative Planning sold out of Exagen (XGN) in Q1 2025, closing a stake of 35,500 shares — an estimated $146K sold.

Creative Planning first reported a position in XGN in Q3 2024 and held it in 2 quarters. The position peaked at $146K in Q4 2024. 38 funds tracked by Wall St. Rank hold XGN as of Q1 2025.

Creative Planning reported no remaining Exagen position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 35,500 Exagen shares in Q1 2025, an estimated $146K.
Creative Planning first reported a position in Exagen in Q3 2024 and held it in 2 quarters.
Creative Planning's Exagen position peaked at $146K in Q4 2024.
38 funds tracked by Wall St. Rank held Exagen as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.