PWA
CODX

Physician Wealth Advisors’s Co-Diagnostics CODX Stock Holding History

Physician Wealth Advisors’s Portfolio CODX Stock Details CODX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-946
Closed -$7.95K – 1933
2025
Q2 		$7.95K Hold
946
– – ﹤0.01% 689
2025
Q1 		$8.79K Hold
946
– – ﹤0.01% 630
2024
Q4 		$21.3K Hold
946
– – ﹤0.01% 494
2024
Q3 		$35.8K Sell
946
-100
-10% -$3.84K 0.01% 183
2024
Q2 		$41.4K Sell
1,046
-67
-6% -$2.44K 0.01% 182
2024
Q1 		$39K Buy
1,113
+67
+6% +$2.43K 0.01% 176
2023
Q4 		$39.5K Sell
1,046
-267
-20% -$9.41K 0.01% 167
2023
Q3 		$41K Hold
1,313
– – 0.01% 148
2023
Q2 		$44.9K Hold
1,313
– – 0.01% 149
2023
Q1 		$58.7K Hold
1,313
– – 0.02% 151
2022
Q4 		$110K Buy
1,313
+184
+16% +$17.2K 0.03% 149
2022
Q3 		$113K Buy
1,129
+183
+19% +$25.6K 0.03% 145
2022
Q2 		$188K Sell
946
-400
-30% -$60.8K 0.05% 147
2022
Q1 		$188K Buy
1,346
+200
+17% +$41.4K 0.05% 154
2021
Q4 		$319K Buy
1,146
+133
+13% +$34.9K 0.08% 117
2021
Q3 		$255K Sell
1,013
-100
-9% -$29.2K 0.07% 134
2021
Q2 		$352K Buy
1,113
+40
+4% +$10.3K 0.1% 104
2021
Q1 		$303K Buy
+1,073
New +$428K 0.1% 110

Other funds holding CODX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Physician Wealth Advisors's CODX Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Co-Diagnostics (CODX) in Q3 2025, closing a stake of 946 shares — an estimated $7.95K sold.

Physician Wealth Advisors first reported a position in CODX in Q1 2021 and held it in 18 quarters. The position peaked at $352K in Q2 2021. 33 funds tracked by Wall St. Rank hold CODX as of Q3 2025.

  • Physician Wealth Advisors reported no remaining Co-Diagnostics position as of Q3 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 946 Co-Diagnostics shares in Q3 2025, an estimated $7.95K.
  • Physician Wealth Advisors first reported a position in Co-Diagnostics in Q1 2021 and held it in 18 quarters.
  • Physician Wealth Advisors's Co-Diagnostics position peaked at $352K in Q2 2021.
  • 33 funds tracked by Wall St. Rank held Co-Diagnostics as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.