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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
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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return