TruNorth Capital Management’s XChange TEC XHG Stock Holding History

TruNorth Capital Management’s Portfolio XHG Stock Details XHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1	Closed	-$12	–	436
2025 Q1	$12	Hold	1	–	–	﹤0.01%	433
2024 Q4	$13	Buy	+1	New	+$53	﹤0.01%	372

Other funds holding XHG

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

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

TruNorth Capital Management's XHG Position: Q2 2025 in Review

TruNorth Capital Management sold out of XChange TEC (XHG) in Q2 2025, closing a stake of 1 share — an estimated $12 sold.

TruNorth Capital Management first reported a position in XHG in Q4 2024 and held it in 2 quarters. The position peaked at $13 in Q4 2024. 2 funds tracked by Wall St. Rank hold XHG as of Q2 2025.

TruNorth Capital Management reported no remaining XChange TEC position as of Q2 2025 after selling out during the quarter.
TruNorth Capital Management sold 1 XChange TEC share in Q2 2025, an estimated $12.
TruNorth Capital Management first reported a position in XChange TEC in Q4 2024 and held it in 2 quarters.
TruNorth Capital Management's XChange TEC position peaked at $13 in Q4 2024.
2 funds tracked by Wall St. Rank held XChange TEC as of Q2 2025.

Based on TruNorth Capital Management's 13F filing for Q2 2025, filed 18 Jul 2025.