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True Wealth Design’s Agilon Health AGL Stock Holding History

True Wealth Design’s Portfolio AGL Stock Details AGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$26.4K Sell
332
-9
-3% -$876 0.01% 728
2026
Q2 		$36.5K Hold
341
– – 0.01% 603
2026
Q1 		$110 Buy
341
+88
+35% +$1.42K ﹤0.01% 2455
2025
Q4 		$4.37K Buy
+253
New +$4.91K ﹤0.01% 1142
2025
Q3 		– Sell
-2
Closed -$92 – 2718
2025
Q2 		$92 Sell
2
-29
-94% -$2.33K ﹤0.01% 2259
2025
Q1 		$3.31K Buy
+31
New +$2.7K ﹤0.01% 820
2024
Q1 		– Hold
0
– -$26 – 788
2023
Q4 		– Hold
0
– – – 773
2023
Q3 		– Hold
0
– – – 733
2023
Q2 		– Hold
0
– – – 774
2023
Q1 		– Hold
0
– – – 853
2022
Q4 		– Hold
0
– – – 799

Other funds holding AGL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

True Wealth Design reduced its Agilon Health (AGL) stake by 2.6% in Q3 2026, selling an estimated $876 and leaving 332 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #728.

True Wealth Design first reported a position in AGL in Q1 2025 and has held it in 6 quarters since. The position peaked at $36.5K in Q2 2026. 6 funds tracked by Wall St. Rank hold AGL as of Q3 2026.

  • True Wealth Design held 332 shares of Agilon Health worth $26.4K as of Q3 2026.
  • True Wealth Design sold 9 Agilon Health shares in Q3 2026, an estimated $876.
  • Agilon Health made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #728 holding.
  • True Wealth Design first reported a position in Agilon Health in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Agilon Health position peaked at $36.5K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Agilon Health as of Q3 2026.

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