TWM
EXEL icon

TriaGen Wealth Management’s Exelixis EXEL Stock Holding History

TriaGen Wealth Management’s Portfolio EXEL Stock Details EXEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-49,001
Closed -$2.02M – 184
2025
Q3 		$2.02M Buy
+49,001
New +$1.97M 0.53% 62

Other funds holding EXEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TriaGen Wealth Management's EXEL Position: Q4 2025 in Review

TriaGen Wealth Management sold out of Exelixis (EXEL) in Q4 2025, closing a stake of 49,001 shares — an estimated $2.02M sold.

TriaGen Wealth Management first reported a position in EXEL in Q3 2025 and held it in 1 quarter. The position peaked at $2.02M in Q3 2025. 685 funds tracked by Wall St. Rank hold EXEL as of Q4 2025.

  • TriaGen Wealth Management reported no remaining Exelixis position as of Q4 2025 after selling out during the quarter.
  • TriaGen Wealth Management sold 49,001 Exelixis shares in Q4 2025, an estimated $2.02M.
  • TriaGen Wealth Management first reported a position in Exelixis in Q3 2025 and held it in 1 quarter.
  • TriaGen Wealth Management's Exelixis position peaked at $2.02M in Q3 2025.
  • 685 funds tracked by Wall St. Rank held Exelixis as of Q4 2025.

Based on TriaGen Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.