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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

WGS holding history

GeneDx Holdings 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.

WGS overviewAll 13F holders of WGSFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q3 2024
Holdings of WGS by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−77−100.0%Sold outHolders
Q1 202677$4.95K<0.1%−4−4.9%ReducedHolders
Q4 202581$10.5K<0.1%00.0%UnchangedHolders
Q3 202581$8.73K<0.1%+4+5.2%AddedHolders
Q2 202577$7.11K<0.1%−2−2.5%ReducedHolders
Q1 202579$7.00K<0.1%−1−1.3%ReducedHolders
Q4 202480$6.15K<0.1%+3+3.9%AddedHolders
Q3 202477$3.27K<0.1%+77NewHolders