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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

OGE holding history

OGE Energy Corp. in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OGE overviewAll 13F holders of OGEFull Q2 2026 holdings

Shares (Q2 2026)
1,206
Value
$58.7K
% of portfolio
<0.1%
Quarters held
8
Since Q2 2023
Holdings of OGE by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,206$58.7K<0.1%+879+268.8%AddedHolders
Q1 2026327$15.7K<0.1%+229+233.7%AddedHolders
Q4 202598$4.18K<0.1%00.0%UnchangedHolders
Q3 202598$4.54K<0.1%+62+172.2%AddedHolders
Q2 202536$1.60K<0.1%+4+12.5%AddedHolders
Q1 202532$1.47K<0.1%+32NewHolders
Q4 20230$00.0%−1−100.0%Sold outHolders
Q3 20231$34<0.1%00.0%UnchangedHolders
Q2 20231$36<0.1%+1NewHolders