True Wealth Design
AGNT icon

True Wealth Design’s AGNT Inc AGNT Stock Holding History

True Wealth Design’s Portfolio AGNT Stock Details AGNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-50
Closed -$271 – 2648
2026
Q2 		$271 Buy
+50
New +$276 ﹤0.01% 2380
2025
Q4 		– Sell
-23
Closed -$246 – 2648
2025
Q3 		$246 Buy
+23
New +$243 ﹤0.01% 2250

Other funds holding AGNT

BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

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

True Wealth Design sold out of AGNT Inc (AGNT) in Q3 2026, closing a stake of 50 shares — an estimated $271 sold.

True Wealth Design first reported a position in AGNT in Q3 2025 and held it in 2 quarters. The position peaked at $271 in Q2 2026. 51 funds tracked by Wall St. Rank hold AGNT as of Q3 2026.

  • True Wealth Design reported no remaining AGNT Inc position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 50 AGNT Inc shares in Q3 2026, an estimated $271.
  • True Wealth Design first reported a position in AGNT Inc in Q3 2025 and held it in 2 quarters.
  • True Wealth Design's AGNT Inc position peaked at $271 in Q2 2026.
  • 51 funds tracked by Wall St. Rank held AGNT Inc as of Q3 2026.

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