HHM Wealth Advisors’s XCHG Ltd XCH Stock Holding History

HHM 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	-3,185	Closed	-$82.2K	–	898
2025 Q3	$82.2K	Hold	3,185	–	–	0.01%	304
2025 Q2	$85.3K	Hold	3,185	–	–	0.01%	298
2025 Q1	$76.4K	Hold	3,185	–	–	0.01%	300
2024 Q4	$129K	Buy	+3,185	New	+$1.01M	0.02%	232

Other funds holding XCH

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return

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

HHM Wealth Advisors sold out of XCHG Ltd (XCH) in Q4 2025, closing a stake of 3,185 shares — an estimated $82.2K sold.

HHM Wealth Advisors first reported a position in XCH in Q4 2024 and held it in 4 quarters. The position peaked at $129K in Q4 2024. 3 funds tracked by Wall St. Rank hold XCH as of Q4 2025.

HHM Wealth Advisors reported no remaining XCHG Ltd position as of Q4 2025 after selling out during the quarter.
HHM Wealth Advisors sold 3,185 XCHG Ltd shares in Q4 2025, an estimated $82.2K.
HHM Wealth Advisors first reported a position in XCHG Ltd in Q4 2024 and held it in 4 quarters.
HHM Wealth Advisors's XCHG Ltd position peaked at $129K in Q4 2024.
3 funds tracked by Wall St. Rank held XCHG Ltd as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.