RIA
CODX

Regal Investment Advisors’s Co-Diagnostics CODX Stock Holding History

Regal Investment 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
2026
Q1 		– Sell
-833
Closed -$4.21K – 658
2025
Q4 		$4.21K Buy
833
+300
+56% +$3.27K ﹤0.01% 583
2025
Q3 		$5.5K Buy
533
+33
+7% +$307 ﹤0.01% 516
2025
Q2 		$4.2K Hold
500
– – ﹤0.01% 481
2025
Q1 		$4.64K Buy
+500
New +$9.55K ﹤0.01% 460

Other funds holding CODX

PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return

Regal Investment Advisors's CODX Position: Q1 2026 in Review

Regal Investment Advisors sold out of Co-Diagnostics (CODX) in Q1 2026, closing a stake of 833 shares — an estimated $4.21K sold.

Regal Investment Advisors first reported a position in CODX in Q1 2025 and held it in 4 quarters. The position peaked at $5.5K in Q3 2025. 14 funds tracked by Wall St. Rank hold CODX as of Q1 2026.

  • Regal Investment Advisors reported no remaining Co-Diagnostics position as of Q1 2026 after selling out during the quarter.
  • Regal Investment Advisors sold 833 Co-Diagnostics shares in Q1 2026, an estimated $4.21K.
  • Regal Investment Advisors first reported a position in Co-Diagnostics in Q1 2025 and held it in 4 quarters.
  • Regal Investment Advisors's Co-Diagnostics position peaked at $5.5K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Co-Diagnostics as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.