Creative Planning »

Exagen shares owned by Creative Planning

Quarter-by-quarter ownership of Exagen (XGN) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Exagen

Tip: Access up to 7 years of quarterly data

All positions including Exagen held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Exagen by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $110k 36k 3.09

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Exagen

Cowen And Company
Silvercrest Asset Management Group
Stonepine Capital Management
Vanguard Group
Daniel D. Thurber
Morgan Stanley
Perkins Capital Management
Renaissance Technologies
Geode Capital Management
Kennedy Capital Management
Palumbo Wealth Management
Penbrook Managment
Nantahala Capital Management
BlackRock
Creative Planning

View all funds holding Exagen