JDLA
FGNX

J. Derek Lewis & Associates’s FG Nexus Inc FGNX Stock Holding History

J. Derek Lewis & Associates’s Portfolio FGNX Stock Details FGNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57.9K Sell
11,200
-13,000
-54% -$83.1K 0.01% 209
2026
Q1 		$121K Buy
24,200
+600
+3% +$6.11K 0.03% 184
2025
Q4 		$325K Buy
+23,600
New +$414K 0.08% 130

Other funds holding FGNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

J. Derek Lewis & Associates's FGNX Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its FG Nexus Inc (FGNX) stake by 54% in Q2 2026, selling an estimated $83.1K and leaving 11,200 shares worth $57.9K. The position accounts for 0.01% of the portfolio, ranked #209.

J. Derek Lewis & Associates first reported a position in FGNX in Q4 2025 and has held it in 3 quarters since. The position peaked at $325K in Q4 2025. 6 funds tracked by Wall St. Rank hold FGNX as of Q2 2026.

  • J. Derek Lewis & Associates held 11,200 shares of FG Nexus Inc worth $57.9K as of Q2 2026.
  • J. Derek Lewis & Associates sold 13,000 FG Nexus Inc shares in Q2 2026, an estimated $83.1K.
  • FG Nexus Inc made up 0.01% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #209 holding.
  • J. Derek Lewis & Associates first reported a position in FG Nexus Inc in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's FG Nexus Inc position peaked at $325K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held FG Nexus Inc as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.