True Wealth Design’s Argan AGX Stock Holding History

True Wealth Design’s Portfolio AGX Stock Details AGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$31.4K	Hold	83	–	–	0.01%	686
2026 Q2	$66.3K	Sell	83 -9	-10%	-$5.99K	0.02%	384
2026 Q1	$50.1K	Sell	92 -1	-1%	-$408	0.01%	402
2025 Q4	$29.1K	Hold	93	–	–	0.01%	486
2025 Q3	$25.1K	Buy	93 +7	+8%	+$1.6K	0.01%	529
2025 Q2	$19K	Hold	86	–	–	0.01%	395
2025 Q1	$11.3K	Buy	86 +1	+1%	+$140	﹤0.01%	439
2024 Q4	$11.6K	Buy	85 +6	+8%	+$824	﹤0.01%	398
2024 Q3	$8.01K	Buy	+79	New	+$6.25K	﹤0.01%	460

Other funds holding AGX

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

GCM

Gunderson Capital Management Mt. Pleasant, South Carolina $359M AUM 176.83% 1-Year Est. Return

CAM

Covenant Asset Management Chester, New Jersey $746M AUM 30.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

RMC

Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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

True Wealth Design held its Argan (AGX) position steady in Q3 2026 at 83 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #686.

True Wealth Design first reported a position in AGX in Q3 2024 and has held it in 9 quarters since. The position peaked at $66.3K in Q2 2026. 38 funds tracked by Wall St. Rank hold AGX as of Q3 2026.

True Wealth Design held 83 shares of Argan worth $31.4K as of Q3 2026.
True Wealth Design left its Argan share count unchanged in Q3 2026.
Argan made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #686 holding.
True Wealth Design first reported a position in Argan in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Argan position peaked at $66.3K in Q2 2026.
38 funds tracked by Wall St. Rank held Argan as of Q3 2026.

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