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True Wealth Design’s Xeris Biopharma Holdings XERS Stock Holding History

True Wealth Design’s Portfolio XERS Stock Details XERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.8K Buy
1,128
+9
+0.8% +$76 ﹤0.01% 1039
2026
Q2 		$8.86K Buy
1,119
+108
+11% +$690 ﹤0.01% 1107
2026
Q1 		$5.86K Hold
1,011
– – ﹤0.01% 1144
2025
Q4 		$7.94K Hold
1,011
– – ﹤0.01% 934
2025
Q3 		$8.23K Buy
1,011
+44
+5% +$292 ﹤0.01% 902
2025
Q2 		$4.52K Sell
967
-238
-20% -$1.09K ﹤0.01% 848
2025
Q1 		$6.62K Buy
1,205
+284
+31% +$1.15K ﹤0.01% 599
2024
Q4 		$3.12K Buy
921
+5
+0.5% +$16 ﹤0.01% 632
2024
Q3 		$2.61K Buy
+916
New +$2.35K ﹤0.01% 712

Other funds holding XERS

VFP
Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's XERS Position: Q3 2026 in Review

True Wealth Design increased its Xeris Biopharma Holdings (XERS) stake by 0.8% in Q3 2026, buying an estimated $76 and bringing the position to 1,128 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

True Wealth Design first reported a position in XERS in Q3 2024 and has held it in 9 quarters since. 10 funds tracked by Wall St. Rank hold XERS as of Q3 2026.

  • True Wealth Design held 1,128 shares of Xeris Biopharma Holdings worth $10.8K as of Q3 2026.
  • True Wealth Design bought 9 Xeris Biopharma Holdings shares in Q3 2026, an estimated $76.
  • Xeris Biopharma Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1039 holding.
  • True Wealth Design first reported a position in Xeris Biopharma Holdings in Q3 2024 and has held it in 9 quarters since.
  • 10 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.