Wealthedge Investment Advisors’s Exzeo Group XZO Stock Holding History

Wealthedge Investment Advisors’s Portfolio XZO Stock Details XZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-14,918	Closed	-$219K	–	160
2026 Q1	$219K	Buy	+14,918	New	+$265K	0.08%	130

Other funds holding XZO

Jupiter Topco New York $245B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wealthedge Investment Advisors's XZO Position: Q2 2026 in Review

Wealthedge Investment Advisors sold out of Exzeo Group (XZO) in Q2 2026, closing a stake of 14,918 shares — an estimated $219K sold.

Wealthedge Investment Advisors first reported a position in XZO in Q1 2026 and held it in 1 quarter. The position peaked at $219K in Q1 2026. 78 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

Wealthedge Investment Advisors reported no remaining Exzeo Group position as of Q2 2026 after selling out during the quarter.
Wealthedge Investment Advisors sold 14,918 Exzeo Group shares in Q2 2026, an estimated $219K.
Wealthedge Investment Advisors first reported a position in Exzeo Group in Q1 2026 and held it in 1 quarter.
Wealthedge Investment Advisors's Exzeo Group position peaked at $219K in Q1 2026.
78 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.