EverSource Wealth Advisors’s XCHG Ltd XCH Stock Holding History

EverSource Wealth Advisors’s Portfolio XCH Stock Details XCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-523	Closed	-$675	–	4486
2025 Q3	$675	Buy	523 +376	+256%	+$479	﹤0.01%	3864
2025 Q2	$197	Buy	+147	New	+$192	﹤0.01%	4063

Other funds holding XCH

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

EverSource Wealth Advisors's XCH Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of XCHG Ltd (XCH) in Q4 2025, closing a stake of 523 shares — an estimated $675 sold.

EverSource Wealth Advisors first reported a position in XCH in Q2 2025 and held it in 2 quarters. The position peaked at $675 in Q3 2025. 3 funds tracked by Wall St. Rank hold XCH as of Q4 2025.

EverSource Wealth Advisors reported no remaining XCHG Ltd position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 523 XCHG Ltd shares in Q4 2025, an estimated $675.
EverSource Wealth Advisors first reported a position in XCHG Ltd in Q2 2025 and held it in 2 quarters.
EverSource Wealth Advisors's XCHG Ltd position peaked at $675 in Q3 2025.
3 funds tracked by Wall St. Rank held XCHG Ltd as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.