Invera Wealth Advisors
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Invera Wealth Advisors’s DexCom DXCM Stock Holding History

Invera Wealth Advisors’s Portfolio DXCM Stock Details DXCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.18M Sell
13,617
-484
-3% -$40.3K 0.61% 44
2026
Q2 		$950K Buy
14,101
+7,456
+112% +$497K 0.51% 53
2026
Q1 		$417K Buy
6,645
+77
+1% +$5.36K 0.27% 76
2025
Q4 		$436K Buy
+6,568
New +$425K 0.28% 72

Other funds holding DXCM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invera Wealth Advisors's DXCM Position: Q3 2026 in Review

Invera Wealth Advisors reduced its DexCom (DXCM) stake by 3.4% in Q3 2026, selling an estimated $40.3K and leaving 13,617 shares worth $1.18M. The position accounts for 0.61% of the portfolio, ranked #44.

Invera Wealth Advisors first reported a position in DXCM in Q4 2025 and has held it in 4 quarters since. 863 funds tracked by Wall St. Rank hold DXCM as of Q3 2026.

  • Invera Wealth Advisors held 13,617 shares of DexCom worth $1.18M as of Q3 2026.
  • Invera Wealth Advisors sold 484 DexCom shares in Q3 2026, an estimated $40.3K.
  • DexCom made up 0.61% of Invera Wealth Advisors's portfolio in Q3 2026, its #44 holding.
  • Invera Wealth Advisors first reported a position in DexCom in Q4 2025 and has held it in 4 quarters since.
  • 863 funds tracked by Wall St. Rank held DexCom as of Q3 2026.

Based on Invera Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.