GWM
XNCR icon

Gilpin Wealth Management’s Xencor XNCR Stock Holding History

Gilpin Wealth Management’s Portfolio XNCR Stock Details XNCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$300 Hold
12
– – ﹤0.01% 1006
2026
Q2 		$194 Buy
12
+4
+50% +$50 ﹤0.01% 928
2026
Q1 		$97 Hold
8
– – ﹤0.01% 955
2025
Q4 		$123 Buy
+8
New +$120 ﹤0.01% 785

Other funds holding XNCR

EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
BWM
Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Gilpin Wealth Management's XNCR Position: Q3 2026 in Review

Gilpin Wealth Management held its Xencor (XNCR) position steady in Q3 2026 at 12 shares worth $300. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Gilpin Wealth Management first reported a position in XNCR in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold XNCR as of Q3 2026.

  • Gilpin Wealth Management held 12 shares of Xencor worth $300 as of Q3 2026.
  • Gilpin Wealth Management left its Xencor share count unchanged in Q3 2026.
  • Xencor made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1006 holding.
  • Gilpin Wealth Management first reported a position in Xencor in Q4 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Xencor as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.