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Palumbo Wealth Management’s Exagen XGN Stock Holding History

Palumbo Wealth Management’s Portfolio XGN Stock Details XGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-43,345
Closed -$264K – 237
2025
Q4 		$264K Buy
43,345
+5,718
+15% +$52K 0.07% 185
2025
Q3 		$414K Sell
37,627
-28,385
-43% -$251K 0.13% 107
2025
Q2 		$461K Sell
66,012
-33,193
-33% -$202K 0.14% 112
2025
Q1 		$356K Buy
99,205
+12,501
+14% +$47.2K 0.12% 119
2024
Q4 		$355K Buy
86,704
+10,340
+14% +$37.3K 0.13% 109
2024
Q3 		$236K Buy
76,364
+9,695
+15% +$25.1K 0.09% 125
2024
Q2 		$121K Buy
66,669
+48,428
+265% +$82K 0.05% 137
2024
Q1 		$29K Buy
+18,241
New +$35.4K 0.01% 139

Other funds holding XGN

Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCNMGF
Nano-Cap New Millennium Growth Fund Staten Island, New York $107M AUM
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
FCM
FourWorld Capital Management New York $196M AUM 42.39% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return

Palumbo Wealth Management's XGN Position: Q1 2026 in Review

Palumbo Wealth Management sold out of Exagen (XGN) in Q1 2026, closing a stake of 43,345 shares — an estimated $264K sold.

Palumbo Wealth Management first reported a position in XGN in Q1 2024 and held it in 8 quarters. The position peaked at $461K in Q2 2025. 61 funds tracked by Wall St. Rank hold XGN as of Q1 2026.

  • Palumbo Wealth Management reported no remaining Exagen position as of Q1 2026 after selling out during the quarter.
  • Palumbo Wealth Management sold 43,345 Exagen shares in Q1 2026, an estimated $264K.
  • Palumbo Wealth Management first reported a position in Exagen in Q1 2024 and held it in 8 quarters.
  • Palumbo Wealth Management's Exagen position peaked at $461K in Q2 2025.
  • 61 funds tracked by Wall St. Rank held Exagen as of Q1 2026.

Based on Palumbo Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.