SVB Wealth’s 10x Genomics TXG Stock Holding History

SVB Wealth’s Portfolio TXG Stock Details TXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-429,117	Closed	-$3.75M	–	1547
2025 Q1	$3.75M	Sell	429,117 -93,492	-18%	-$1.18M	0.15%	79
2024 Q4	$7.5M	Buy	+522,609	New	+$8.25M	0.14%	101
2024 Q3	–	Sell	-525,044	Closed	-$10.2M	–	568
2024 Q2	$10.2M	Sell	525,044 -915,516	-64%	-$24M	0.25%	98
2024 Q1	$54.1M	Sell	1,440,560 -5,992	-0.4%	-$263K	1.21%	11
2023 Q4	$80.9M	Buy	1,446,552 +693,422	+92%	+$30.2M	1.97%	7
2023 Q3	$31.1M	Sell	753,130 -94,690	-11%	-$4.93M	0.68%	28
2023 Q2	$47.3M	Sell	847,820 -1,424	-0.2%	-$77.1K	0.86%	17
2023 Q1	$47.4M	Sell	849,244 -133,573	-14%	-$6.24M	0.66%	25
2022 Q4	$35.8M	Sell	982,817 -22,725	-2%	-$743K	0.48%	37
2022 Q3	$28.6M	Buy	+1,005,542	New	+$38.3M	0.42%	43
2020 Q4	–	Sell	-40,300	Closed	-$5.03M	–	885
2020 Q3	$5.03M	Sell	40,300 -39,700	-50%	-$4.17M	0.08%	146
2020 Q2	$7.14M	Sell	80,000 -60,000	-43%	-$4.67M	0.13%	109
2020 Q1	$8.72M	Buy	+140,000	New	+$10.9M	0.21%	76

Other funds holding TXG

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return