Curio Wealth’s Codexis CDXS Stock Holding History

Curio Wealth’s Portfolio CDXS Stock Details CDXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1	Closed	-$11.9K	–	366
2025 Q1	$11.9K	Sell	1 -2,499	-100%	-$9.69K	0.01%	218
2024 Q4	$11.9K	Buy	+2,500	New	+$10.3K	0.01%	205

Other funds holding CDXS

Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

TAM

Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curio Wealth's CDXS Position: Q2 2025 in Review

Curio Wealth sold out of Codexis (CDXS) in Q2 2025, closing a stake of 1 share — an estimated $11.9K sold.

Curio Wealth first reported a position in CDXS in Q4 2024 and held it in 2 quarters. The position peaked at $11.9K in Q1 2025. 120 funds tracked by Wall St. Rank hold CDXS as of Q2 2025.

Curio Wealth reported no remaining Codexis position as of Q2 2025 after selling out during the quarter.
Curio Wealth sold 1 Codexis share in Q2 2025, an estimated $11.9K.
Curio Wealth first reported a position in Codexis in Q4 2024 and held it in 2 quarters.
Curio Wealth's Codexis position peaked at $11.9K in Q1 2025.
120 funds tracked by Wall St. Rank held Codexis as of Q2 2025.

Based on Curio Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.