PWA
FGNX

Physician Wealth Advisors’s FG Nexus Inc FGNX Stock Holding History

Physician Wealth Advisors’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
Q1 		– Sell
-33
Closed -$460 – 2125
2025
Q4 		$460 Hold
33
– – ﹤0.01% 1923
2025
Q3 		$917 Buy
+33
New +$2.67K ﹤0.01% 1633

Other funds holding FGNX

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 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
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Physician Wealth Advisors's FGNX Position: Q1 2026 in Review

Physician Wealth Advisors sold out of FG Nexus Inc (FGNX) in Q1 2026, closing a stake of 33 shares — an estimated $460 sold.

Physician Wealth Advisors first reported a position in FGNX in Q3 2025 and held it in 2 quarters. The position peaked at $917 in Q3 2025. 33 funds tracked by Wall St. Rank hold FGNX as of Q1 2026.

  • Physician Wealth Advisors reported no remaining FG Nexus Inc position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 33 FG Nexus Inc shares in Q1 2026, an estimated $460.
  • Physician Wealth Advisors first reported a position in FG Nexus Inc in Q3 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's FG Nexus Inc position peaked at $917 in Q3 2025.
  • 33 funds tracked by Wall St. Rank held FG Nexus Inc as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.