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TCFG Wealth Management’s Stereotaxis STXS Stock Holding History

TCFG Wealth Management’s Portfolio STXS Stock Details STXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$118K Sell
64,015
-1,000
-2% -$2.19K 0.04% 267
2025
Q4 		$150K Buy
65,015
+4,000
+7% +$10.7K 0.06% 264
2025
Q3 		$190K Sell
61,015
-7,400
-11% -$19.2K 0.07% 253
2025
Q2 		$145K Hold
68,415
– – 0.07% 252
2025
Q1 		$120K Buy
68,415
+3,500
+5% +$7.46K 0.06% 229
2024
Q4 		$148K Hold
64,915
– – 0.07% 218
2024
Q3 		$132K Buy
+64,915
New +$131K 0.07% 216

Other funds holding STXS

DCM
DAFNA Capital Management Los Angeles, California $524M AUM 164.42% 1-Year Est. Return
LIM
Lagoda Investment Management New York $182M AUM 58.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
APCM
Arbiter Partners Capital Management New York $190M AUM 50.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCFG Wealth Management's STXS Position: Q1 2026 in Review

TCFG Wealth Management reduced its Stereotaxis (STXS) stake by 1.5% in Q1 2026, selling an estimated $2.19K and leaving 64,015 shares worth $118K. The position accounts for 0.04% of the portfolio, ranked #267.

TCFG Wealth Management first reported a position in STXS in Q3 2024 and has held it in 7 quarters since. The position peaked at $190K in Q3 2025. 115 funds tracked by Wall St. Rank hold STXS as of Q1 2026.

  • TCFG Wealth Management held 64,015 shares of Stereotaxis worth $118K as of Q1 2026.
  • TCFG Wealth Management sold 1,000 Stereotaxis shares in Q1 2026, an estimated $2.19K.
  • Stereotaxis made up 0.04% of TCFG Wealth Management's portfolio in Q1 2026, its #267 holding.
  • TCFG Wealth Management first reported a position in Stereotaxis in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Stereotaxis position peaked at $190K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held Stereotaxis as of Q1 2026.

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