VFP
XERS icon

Vilga Financial Planning’s Xeris Biopharma Holdings XERS Stock Holding History

Vilga Financial Planning’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 		$10.1M Buy
+1,060,000
New +$8.95M 6.04% 3

Other funds holding XERS

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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
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

Vilga Financial Planning's XERS Position: Q3 2026 in Review

Vilga Financial Planning opened a new position in Xeris Biopharma Holdings (XERS) in Q3 2026: 1,060,000 shares worth $10.1M. The stake represents 6.04% of the portfolio and ranks #3 among its holdings.

7 funds tracked by Wall St. Rank hold XERS as of Q3 2026.

  • Vilga Financial Planning held 1,060,000 shares of Xeris Biopharma Holdings worth $10.1M as of Q3 2026.
  • Xeris Biopharma Holdings was a new Vilga Financial Planning position in Q3 2026.
  • Xeris Biopharma Holdings made up 6.04% of Vilga Financial Planning's portfolio in Q3 2026, its #3 holding.
  • 7 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q3 2026.

Based on Vilga Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.