Palumbo Wealth Management LLC: XGN position timeline

Palumbo Wealth Management LLC held 0 XGN shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -43,345 shares

   13F-HR 0001951757-26-000821 filed by Palumbo Wealth Management LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 43,345 shares

   Change vs previous 13F +5,718 shares

   0.07% of the 13F portfolio, value $263,538.

   13F-HR 0001951757-26-000262 filed by Palumbo Wealth Management LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 37,627 shares

   Change vs previous 13F -28,385 shares

   0.13% of the 13F portfolio, value $413,521.

   13F-HR 0001951757-25-001362 filed by Palumbo Wealth Management LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 66,012 shares

   Change vs previous 13F -33,193 shares

   0.14% of the 13F portfolio, value $460,764.

   13F-HR 0001951757-25-000827 filed by Palumbo Wealth Management LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 99,205 shares

   Change vs previous 13F +12,501 shares

   0.12% of the 13F portfolio, value $356,146.

   13F-HR 0001951757-25-000421 filed by Palumbo Wealth Management LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-12-31

   13F 86,704 shares

   Change vs previous 13F +10,340 shares

   0.13% of the 13F portfolio, value $355,487.

   13F-HR 0001951757-25-000159 filed by Palumbo Wealth Management LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-09-30

   13F 76,364 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $235,965.

   13F-HR 0001951757-24-001129 filed by Palumbo Wealth Management LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).