Primoris Wealth Advisors’s Axogen AXGN Stock Holding History

Primoris Wealth Advisors’s Portfolio AXGN Stock Details AXGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.94M	Buy	141,509 +500	+0.4%	+$22.5K	2.77%	8
2026 Q2	$6.51M	Buy	141,009 +1,809	+1%	+$72.9K	2.97%	7
2026 Q1	$4.61M	Sell	139,200 -200	-0.1%	-$6.5K	3.23%	9
2025 Q4	$4.56M	Sell	139,400 -3,660	-3%	-$90K	2.73%	12
2025 Q3	$2.55M	Buy	143,060 +127,360	+811%	+$1.85M	1.62%	21
2025 Q2	$170K	Buy	15,700 +1,300	+9%	+$17K	0.12%	96
2025 Q1	$277K	Hold	14,400	–	–	0.21%	78
2024 Q4	$237K	Sell	14,400 -350	-2%	-$4.96K	0.18%	82
2024 Q3	$207K	Buy	+14,750	New	+$163K	0.15%	97

Other funds holding AXGN

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

FVCM

F&V Capital Management Boca Raton, Florida $561M AUM 35.64% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Aubrey Capital Management Edinburgh, United Kingdom $115M AUM 51.42% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Primoris Wealth Advisors's AXGN Position: Q3 2026 in Review

Primoris Wealth Advisors increased its Axogen (AXGN) stake by 0.35% in Q3 2026, buying an estimated $22.5K and bringing the position to 141,509 shares worth $5.94M. The position accounts for 2.77% of the portfolio, ranked #8.

Primoris Wealth Advisors first reported a position in AXGN in Q3 2024 and has held it in 9 quarters since. The position peaked at $6.51M in Q2 2026. 49 funds tracked by Wall St. Rank hold AXGN as of Q3 2026.

Primoris Wealth Advisors held 141,509 shares of Axogen worth $5.94M as of Q3 2026.
Primoris Wealth Advisors bought 500 Axogen shares in Q3 2026, an estimated $22.5K.
Axogen made up 2.77% of Primoris Wealth Advisors's portfolio in Q3 2026, its #8 holding.
Primoris Wealth Advisors first reported a position in Axogen in Q3 2024 and has held it in 9 quarters since.
Primoris Wealth Advisors's Axogen position peaked at $6.51M in Q2 2026.
49 funds tracked by Wall St. Rank held Axogen as of Q3 2026.

Based on Primoris Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.