PRAX β€” PRAXIS PRECISION MEDICINES I

Ownership history in PCG Wealth Advisors, LLC  Β·  6 quarters on record

AI Ownership Summary

PCG Wealth Advisors, LLC reported PRAXIS PRECISION MEDICINES I (PRAX) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.49% in 2024 Q4. The latest visible filing shows PRAX at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PRAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PCG Wealth Advisors, LLC's position in PRAXIS PRECISION MEDICINES I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PRAX was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PCG Wealth Advisors, LLC held PRAX β€” position size vs. price
% of Fund (quarterly)    PRAX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 14,483 -1,930 -11.8% 0.22% $768K 2025-11-13 $178.08
2025 Q1 REDUCED 16,413 -869 -5.0% 0.22% $622K 2025-05-05 $38.96
2024 Q4 REDUCED 17,282 -77 -0.4% 0.49% $1.3M 2025-01-21 $78.26
2024 Q3 REDUCED 17,359 -82 -0.5% 0.39% $999K 2024-10-16 $74.06
2024 Q2 ADDED 17,441 +4,524 +35.0% 0.31% $721K 2024-07-15 $50.98
2024 Q1 INITIATED 12,917 β€” β€” 0.37% $788K 2024-04-19 $46.89

FAQ About PCG Wealth Advisors, LLC and PRAX

These are the practical questions this page is built to answer before you even open the full history table.

How long has PCG Wealth Advisors, LLC reported owning PRAX?

PCG Wealth Advisors, LLC reported PRAX across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported PRAX position in PCG Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for PRAX was 0.49% in 2024 Q4.

What is the latest reported PRAX position on this page?

The most recent filing on this page is 2025 Q3, when PCG Wealth Advisors, LLC reported 14,483 shares, equal to 0.22% of portfolio, with an estimated market value of $768K.

What does the chart on this PRAX ownership page compare?

The chart compares PCG Wealth Advisors, LLC's quarterly PRAX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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