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EverSource Wealth Advisors’s Tevogen Bio Holdings TVGN Stock Holding History

EverSource Wealth Advisors’s Portfolio TVGN Stock Details TVGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$124 Buy
+22
New +$176 ﹤0.01% 4288
2025
Q4 		– Sell
-11
Closed -$447 – 4475
2025
Q3 		$447 Buy
11
+9
+450% +$443 ﹤0.01% 3978
2025
Q2 		$100 Buy
2
+1
+100% +$57 ﹤0.01% 4134
2025
Q1 		$54 Buy
+1
New +$66 ﹤0.01% 3893
2024
Q4 		– Hold
0
– – – 3749

Other funds holding TVGN

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

EverSource Wealth Advisors's TVGN Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Tevogen Bio Holdings (TVGN) in Q2 2026: 22 shares worth $124. The stake represents ﹤0.01% of the portfolio and ranks #4288 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in TVGN as recently as Q3 2025.

EverSource Wealth Advisors first reported a position in TVGN in Q1 2025 and has held it in 4 quarters since. The position peaked at $447 in Q3 2025. 7 funds tracked by Wall St. Rank hold TVGN as of Q2 2026.

  • EverSource Wealth Advisors held 22 shares of Tevogen Bio Holdings worth $124 as of Q2 2026.
  • Tevogen Bio Holdings was a new EverSource Wealth Advisors position in Q2 2026.
  • Tevogen Bio Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4288 holding.
  • EverSource Wealth Advisors first reported a position in Tevogen Bio Holdings in Q1 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Tevogen Bio Holdings position peaked at $447 in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Tevogen Bio Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.