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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invera Wealth Advisors's DXCM Position: Q1 2026 in Review

Invera Wealth Advisors increased its DexCom (DXCM) stake by 1.2% in Q1 2026, buying an estimated $5.36K and bringing the position to 6,645 shares worth $417K. The position accounts for 0.27% of the portfolio, ranked #76.

Invera Wealth Advisors first reported a position in DXCM in Q4 2025 and has held it in 2 quarters since. The position peaked at $436K in Q4 2025. 956 funds tracked by Wall St. Rank hold DXCM as of Q1 2026.

  • Invera Wealth Advisors held 6,645 shares of DexCom worth $417K as of Q1 2026.
  • Invera Wealth Advisors bought 77 DexCom shares in Q1 2026, an estimated $5.36K.
  • DexCom made up 0.27% of Invera Wealth Advisors's portfolio in Q1 2026, its #76 holding.
  • Invera Wealth Advisors first reported a position in DexCom in Q4 2025 and has held it in 2 quarters since.
  • Invera Wealth Advisors's DexCom position peaked at $436K in Q4 2025.
  • 956 funds tracked by Wall St. Rank held DexCom as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.