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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invera Wealth Advisors's DXCM Position: Q2 2026 in Review

Invera Wealth Advisors increased its DexCom (DXCM) stake by 112% in Q2 2026, buying an estimated $497K and bringing the position to 14,101 shares worth $950K. The position accounts for 0.51% of the portfolio, ranked #53.

Invera Wealth Advisors first reported a position in DXCM in Q4 2025 and has held it in 3 quarters since. 973 funds tracked by Wall St. Rank hold DXCM as of Q2 2026.

  • Invera Wealth Advisors held 14,101 shares of DexCom worth $950K as of Q2 2026.
  • Invera Wealth Advisors bought 7,456 DexCom shares in Q2 2026, an estimated $497K.
  • DexCom made up 0.51% of Invera Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Invera Wealth Advisors first reported a position in DexCom in Q4 2025 and has held it in 3 quarters since.
  • 973 funds tracked by Wall St. Rank held DexCom as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.