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 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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

True Wealth Design's AEG Position: Q2 2026 in Review

True Wealth Design increased its Aegon (AEG) stake by 17% in Q2 2026, buying an estimated $3.32K and bringing the position to 2,756 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #762.

True Wealth Design first reported a position in AEG in Q3 2025 and has held it in 4 quarters since. 309 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

True Wealth Design held 2,756 shares of Aegon worth $23.3K as of Q2 2026.
True Wealth Design bought 403 Aegon shares in Q2 2026, an estimated $3.32K.
Aegon made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #762 holding.
True Wealth Design first reported a position in Aegon in Q3 2025 and has held it in 4 quarters since.
309 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.