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Valeo Financial Advisors’s DexCom DXCM Stock Holding History

Valeo Financial Advisors’s Portfolio DXCM Stock Details DXCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-300
Closed -$37 – 679
2023
Q4 		$37 Buy
+300
New +$30.6K ﹤0.01% 655

Other funds holding DXCM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
AIC
Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Valeo Financial Advisors's DXCM Position: Q3 2026 in Review

Valeo Financial Advisors reduced its DexCom (DXCM) stake by 13% in Q3 2026, selling an estimated $58.2K and leaving 4,506 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #540.

Valeo Financial Advisors first reported a position in DXCM in Q4 2017 and has held it in 27 quarters since. The position peaked at $912K in Q2 2025. 41 funds tracked by Wall St. Rank hold DXCM as of Q3 2026.

  • Valeo Financial Advisors held 4,506 shares of DexCom worth $389K as of Q3 2026.
  • Valeo Financial Advisors sold 700 DexCom shares in Q3 2026, an estimated $58.2K.
  • DexCom made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #540 holding.
  • Valeo Financial Advisors first reported a position in DexCom in Q4 2017 and has held it in 27 quarters since.
  • Valeo Financial Advisors's DexCom position peaked at $912K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held DexCom as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.