Fortitude Family Office’s Xeris Biopharma Holdings XERS Stock Holding History

Fortitude Family Office’s Portfolio XERS Stock Details XERS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14.1K	Sell	1,476 -24	-2%	-$203	﹤0.01%	1039
2026 Q2	$11.9K	Sell	1,500 -53	-3%	-$338	﹤0.01%	709
2026 Q1	$9.01K	Hold	1,553	–	–	﹤0.01%	698
2025 Q4	$12.2K	Hold	1,553	–	–	﹤0.01%	518
2025 Q3	$12.6K	Hold	1,553	–	–	﹤0.01%	494
2025 Q2	$7.25K	Sell	1,553 -118	-7%	-$541	﹤0.01%	660
2025 Q1	$9.17K	Hold	1,671	–	–	﹤0.01%	558
2024 Q4	$5.67K	Hold	1,671	–	–	﹤0.01%	802
2024 Q3	$4.76K	Hold	1,671	–	–	﹤0.01%	807
2024 Q2	$3.76K	Sell	1,671 -638	-28%	-$1.29K	﹤0.01%	680
2024 Q1	$5.1K	Hold	2,309	–	–	﹤0.01%	601
2023 Q4	$5.43K	Buy	+2,309	New	+$4.26K	﹤0.01%	580

Other funds holding XERS

VFP

Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

Fortitude Family Office's XERS Position: Q3 2026 in Review

Fortitude Family Office reduced its Xeris Biopharma Holdings (XERS) stake by 1.6% in Q3 2026, selling an estimated $203 and leaving 1,476 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Fortitude Family Office first reported a position in XERS in Q4 2023 and has held it in 12 quarters since. 14 funds tracked by Wall St. Rank hold XERS as of Q3 2026.

Fortitude Family Office held 1,476 shares of Xeris Biopharma Holdings worth $14.1K as of Q3 2026.
Fortitude Family Office sold 24 Xeris Biopharma Holdings shares in Q3 2026, an estimated $203.
Xeris Biopharma Holdings made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1039 holding.
Fortitude Family Office first reported a position in Xeris Biopharma Holdings in Q4 2023 and has held it in 12 quarters since.
14 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.