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True Wealth Design’s Aegon AEG Stock Holding History

True Wealth Design’s Portfolio AEG Stock Details AEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$27.2K Buy
3,152
+396
+14% +$3.6K 0.01% 721
2026
Q2 		$23.3K Buy
2,756
+403
+17% +$3.32K 0.01% 762
2026
Q1 		$17.1K Buy
2,353
+529
+29% +$3.94K ﹤0.01% 779
2025
Q4 		$14.1K Buy
1,824
+376
+26% +$2.88K ﹤0.01% 730
2025
Q3 		$11.6K Buy
+1,448
New +$10.8K ﹤0.01% 784

Other funds holding AEG

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

True Wealth Design's AEG Position: Q3 2026 in Review

True Wealth Design increased its Aegon (AEG) stake by 14% in Q3 2026, buying an estimated $3.6K and bringing the position to 3,152 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #721.

True Wealth Design first reported a position in AEG in Q3 2025 and has held it in 5 quarters since. 31 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

  • True Wealth Design held 3,152 shares of Aegon worth $27.2K as of Q3 2026.
  • True Wealth Design bought 396 Aegon shares in Q3 2026, an estimated $3.6K.
  • Aegon made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #721 holding.
  • True Wealth Design first reported a position in Aegon in Q3 2025 and has held it in 5 quarters since.
  • 31 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.